Feature

After a spectacular rally that lifted all boats, equity markets have corrected heavily over the past month.

Interview at Investment Week Conference 2019

We are now a decade on from the Global Financial Crisis and special measures, in the form of low interest rates and other stimulus, remain in place across much of the world.

Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.

Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring

Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.

Iceland "compelling opportunity from rates and FX perspective"

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

Central banks in tight position in case of downturn

The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.