Market's reputation is being rebuilt
European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Investors must pay attention
Offer improving cashflow and dividend
PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors...
Continuing Square Mile’s series of informal interviews
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, recently spoke to Investment Week about his investment approach on the fund and why portfolio construction is rooted in a long-term strategic and macro view.