Feature
US
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
26 October 2018
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2 min read
US
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
22 October 2018
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2 min read
UK
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
22 October 2018
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2 min read
Europe
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
22 October 2018
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2 min read
Emerging markets
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
22 October 2018
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2 min read
Global
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
22 October 2018
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2 min read
Emerging markets
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
16 October 2018
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2 min read
US
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
16 October 2018
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2 min read
Markets
Video game development has a long and storied history in the UK.
16 October 2018
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2 min read
UK
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
16 October 2018
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2 min read
