When the referendum vote for Brexit occurred in June 2016 few could have predicted the outcome, and even fewer still could have positioned a portfolio accordingly. An unexpected outcome and disruption led to the UK stockmarket rising.

Newton IM's CEO comments on the importance of responsible investment

The US economy is on its way to experiencing the longest growth cycle in history. The Federal Reserve has raised interest rates eight times since December 2015 in an effort to normalise monetary policy, and this has fuelled the debate about when the cycle...

Household debt has fallen

Value comes from cash flows

After a terrible share price performance since the start of the year, Vodafone provided a more reassuring set of half year results last week.

Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.

Among an array of macro uncertainties, such as trade wars, protectionism, Brexit and political uncertainty, one of the principal reasons for spikes in equity market volatility this year has been liquidity. Central banks have provided unprecedented levels...

Our interview series continues

Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.