Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
Fixed income investors should be paying close attention to 'Fallen Angels' - these are bonds that are downgraded from BBB- and, as a result, come tumbling out of the investment grade credit market.
As is well known, one of the most attractive qualities of venture capital trusts (VCTs) is their ability to pay tax-free dividends.
Japanese equity markets have been tested by global market volatility so far this year.
Value should emerge quickly
Euro a headwind
The global financial crisis, and the related policy response, is drawing to a close. We are currently enjoying a short period of synchronised global growth and improving trade.
Not acting as a safe haven
Stunting investment in UK
Unwinding of deflation risks more worrying
There were several credit rating changes in February that were significant for emerging markets (EM).
Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).
Political uncertainty an issue
Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.
Market's reputation is being rebuilt
European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Investors must pay attention
Offer improving cashflow and dividend
Both sides want to avoid mutual damage
PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors...
Continuing Square Mile’s series of informal interviews
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, recently spoke to Investment Week about his investment approach on the fund and why portfolio construction is rooted in a long-term strategic and macro view.