Feature

Outlook for fixed income investors is grim

Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.

Global equities have delivered ample volatility, but very little return for investors so far this year.

We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.

Introduction of metal tariffs

The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.

Challenging operating environment

Opportunities in developing Asia

Stronger yen will translate into larger current account surplus

The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.