Feature

Volatility is a healthy development

While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.

Overseas investors returning

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