fund manager views
Emerging markets
Among all the declarations voiced by US President Donald Trump, his position on environmental issues is one which has led many around the planet to worry.
25 January 2017
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2 min read
Europe
As we begin 2017, the technical picture for the European market is encouraging having recently entered an uptrend. Levels of corporate aggression are relatively low, which is a further positive.
25 January 2017
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2 min read
US
The transition to a Trump presidency this month, for all its Sturm und Drang, marks several important and bullish transitions for stockmarket investors. Expectations are high, but these trends could lead to an extended favourable climate for US equity...
25 January 2017
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2 min read
UK
The government will soon be triggering Article 50 of the Lisbon Treaty and setting the UK on a course to leave the European Union.
25 January 2017
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2 min read
UK
The tobacco sector is unlike any other in which we can invest. Its core products are fundamentally flawed by causing harm to their consumers.
25 January 2017
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2 min read
Bonds
The forthcoming political calendar contains several events that have the potential to unnerve markets: the UK is set to invoke Article 50 of the EU treaty; populist movements seek to redraw historic party lines at elections in France and Germany; Italy's...
18 January 2017
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1 min read
