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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.

What is risk? This is a question I constantly pose to myself when trying to assess how best to allocate capital within the fixed income space.

The world is getting ready for the immense impact of 5G technology.

Healthcare stocks served as powerful painkillers during last year’s market declines; while the MSCI World index fell by 8.7%, healthcare stocks grew 4.8%.