Hurt by recent underperformance
Better growth expectations than large caps
Significant consquences for the UK
Two-year long Brexit negotiations ahead
The tobacco sector is unlike any other in which we can invest. Its core products are fundamentally flawed by causing harm to their consumers.
Technology and EM consumer landscape
We have seen a seismic shift in the political and investment landscape. From Brexit to President Trump, to the return of inflation and the trough in bond yields, the accepted order in the aftermath of the financial crisis is being challenged, writes Jamie...