Feature

For investors in the UK infrastructure sector, the outcome of the General Election has provided an element of relief.

Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...

Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.

A return to safe-haven stocks

Credit expansion is 'noteworthy'

The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.

As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.

In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.

Steady progress in growing per capita income

We continue to expect volatility in financial markets to rise substantially at some point.