Feature

What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?

Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.

Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.

Much has been written on the inflated size of global AUM reported to incorporate ESG principles and whether ESG adds alpha.

As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.

There has always been a demand for income, but in the past decade, the hunt for yield has become more challenging due to the ultra-low interest rate environment.

It is widely discussed that the UK equity market is cheap and recent foreign takeovers suggest there is value at home.

The case for emerging market (EM) small caps on a long-term basis is compelling.

Are stockmarkets in a bubble or a recession? Well, arguably it is both.

Value stocks may have enjoyed a welcome change in fortunes in recent weeks, but they have been swimming against the tide for years as investors have sought the perceived security of quality and low-volatility stocks.