Feature

Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.

Not a 'risk-free' asset

It has been well documented how momentum and growth investing have outperformed value as an investment style for most of the past decade.

Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.

We meet management teams from companies across Europe and they continue to report a positive trading environment.

The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.

Potential to be a growth stock

US in 'tightening' mode

Inflationary pressures in Europe

Global equity markets are closing in on the tenth anniversary of the global financial crisis.