In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
ESG, diversity and thematic investment will shape markets
Companies show coronavirus resilience
Staying on top of work during the pandemic
Markets scrutinised since coronavirus outbreaks
Introducing new systems can provide companies with new opportunities
A decade ago, renewable energy in the UK would have conjured up images of two things: wind turbines and solar panels, since these were the main focus of media attention, government subsidies and investor inflows.
Today's 'stockmarket darlings' still rich in profits
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
Global Long-Term Unconstrained Equity manager