mid-cap

Appointment is ‘a natural progression’

Disrupters, tech leaders and global-facing stocks

Second vehicle for manager

The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.

Mid-cap liquidity suffers most

Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.

Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.

MiFID II also a challenge

Concerned about Brexit and weaker pound

Sharpen focus