Brexit has reversed the traditional perception of risk. Asian equities used to be considered a risky asset class compared with UK and EU equities. With heightened political and economic uncertainty in Europe, Asian equities now look like a safer option....
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...
In the run-up to the UK's Brexit referendum vote, it was clear the outcome could go either way, thereby affecting the prospects of individual companies differently within the German equity market. The UK-German trade corridor is well established and very...
Architas Multi-Manager's Nathan Sweeney asks has the market taken its eye off the ball when it comes to China?
With all three rating agencies lowering growth expectations for the domestic economy following the referendum result last month, the attractions of investing for long-term growth in the technology related sectors has again been highlighted in our view....
One of the key differentiating factors of technology - and why it is such an exciting place to invest - is that it has the power to create new markets. Certainly, this may happen sporadically in retailing, or construction, or oil and gas, but permanent,...
The election of President Mauricio Macri, in December 2015 brought an end to more than 70 years of Peronist rule in Argentina and has heralded an era of significant political change.
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