The mixed picture for global equities in H2 2018

Global equities have delivered ample volatility, but very little return for investors so far this year.

Quality and growth stocks have outperformed, just as they did last year, driven by technology and consumer stocks. Global markets in eight minutes: Four equitymanagers on the big opportunities and risks heading into 2018 With the exception of the resources sectors, value and dividend-based factors are underperforming once again.  As economic fundamentals compete with geopolitics to drive markets, our focus remains on selecting quality global companies that can deliver profits sustainably. The synchronised global economic momentum that investors enjoyed coming into 2018 has faded...