Industry Voice

The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.

With 25 years’ experience dedicated to European stocks, Carmignac’s Head of European Equities Mark Denham has the expertise to pick out the companies with true long-term promise in Europe, avoiding those that don’t offer long-term reward for investors...

In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.

Rising labour costs and increasing US-China trade tensions is resulting in some companies relocating production lines out of China. Fidelity Emerging Asia Fund portfolio Manager Dhananjay Phadnis looks at how ASEAN will be a key beneficiary of this trend....

In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.

In the current climate, it’s understandable that investors might be uncertain about how to approach Europe. But while uncertainty is one of the signature catchwords of our time, there are still many great opportunities in Europe for UK investors, if you...