Feature

Tax cuts to benefit US small caps

Brexit negotiations weighing

Viewed as least-attractive region

PARTNER INSIGHT: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth

'Geopolitics finally has some risk premia'

We believe Japan is slowly emerging from its long period of deflation.

Potential for significant losses in parts of the market

Selling stocks with good earnings upgrades

FundCalibre asked managers about warning signals

PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.