fund manager views

While US stocks reached record levels over the summer months, political turbulence in the US, heightened geopolitical activity - as a result of increasing tensions with North Korea - and investor concerns about the costly impacts of Hurricane Harvey weighed...

Combine features of debt and equities

Could surprise investors

Established free trade agreements

Rising debt levels

The 40-year bull market ended over a year ago

Uncharacteristically immune to global risks

Investors unwilling to reduce exposure

Expect monetary tightening

Opportunities in sterling bonds