Tencent
Emerging markets
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
13 June 2018
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2 min read
Asia
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
06 June 2018
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2 min read
Specialist
The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
16 May 2018
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2 min read
