Global

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

Adopting behavioural finance approach

In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.

Widespread signs of global growth slowdown

Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.

Having spoken to numerous market participants, we discern a number of areas of current concern.

Bond fund range set to grow

Investors are often drawn toward the 'next big thing' and the allure of rapid growth that comes along with it.

Stewart Bennett to join next month

Managed by Verlé and Deneuville