Feature

Duration has remained steady in European sector

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.