Global Equities

What are the implications for investors?

Valuations alone may not be enough

Global and European equity and fixed income strategies

Niche companies piquing increased interest

Recapping last month's top stories

Conscience, not return expectation, must drive portfolios

Structural risk management important

Fund will consist of 30-50 holdings

Investing in disruptive companies

Creating "transformational change" with Positive Future fund