Sentiment towards European equities has been on the rise this year.
While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....
British consumers held up well in the wake of the UK Brexit referendum last year, but signs of weakness have emerged.
Partner Insight: As noted by the OECD in their 2017 Transport Outlook report, an efficient transport infrastructure can improve market accessibility, create employment, promote labour mobility and connect communities.
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
'Ripe field' for active managers
Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
Despite remaining expensive
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...