The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.
Concerns over Facebook and Google behind move
Is sectoral diversification a 'dead cat bounce'?
Cuts cyclical exposure
We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.
Some firms will 'grow through the crisis'
The benefits of a broader approach to portfolio management
Netflix, Nvidia and Lululemon
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Investing in 'subscription economy'
Transition to cloud computing is no passing fad
Tech firms among newcomers in reshuffled portfolio
What sets companies on both sides of the Atlantic apart?
Clearing up misconceptions
Manager praises Global Equities Focus fund outperformance
Small-cap firms could provide big results for investors
Streaming giant put to its paces by Mickey Mouse and co
Bear markets more common than investors think
An eye on tech players and artificial intelligence
Reclassification last September
Value comes from cash flows
Why tech firms must improve ESG credentials
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....