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
A crisis of global significance
Allianz Technology and Baillie Gifford Shin Nippon top five- and ten-year lists
What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?
New markets opening across the world
Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.