valuations

If we have learned one thing in more than 30 years of investing in continental Europe it is that it is much more important to be invested in the right companies rather than trying to make top-down calls.

While our politicians, the media and many investors have their attention fixated on the Brexit negotiations, UK management teams have been getting on with the day job - and deal-making is on the agenda.

Investors seeing value in corporate and government bonds

2018 was a difficult period for the Japanese equity market.

Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.

In recent months, investors have reacted to a perceived bout of increased uncertainty in global markets as the short-term mood has shifted from one of championing synchronised global growth and reflation to one more of nervousness around emerging markets...

Nine-year bull run

Is the best behind us?

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

Political issues remain