Defensives underperformed in H1
Central bank monetary policy has suppressed interest rates since the global financial crisis, leading to the greatest search for income in investment history, writes Philip Harris, manager of the EdenTree Investment Management UK Equity Growth fund.
Sterling at lowest since 1980s
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
The closure of many open-ended property funds for only the second time in their history (we think) is a classic case of irrational investor decision-making, writes Guy Stephens, managing director of Rowan Dartington Signature.
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...
European equities offer access to global companies
Overuse of antibiotics around the globe has created a worrying increase in resistance to many commonly used drugs, writes Carl Harald Janson, lead manager on the International Biotechnology trust.