Feature

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.

Is the best behind us?

Tax cuts boosting earnings

European leveraged loans attractive