Media Type: Article

13.12.2019

Johnson’s gamble pays off

The UK electorate has rejected hard-line left-wing politics and voted for free market capitalism.

13.12.2019

The beginning of the end of uncertainty?

The result of the election should help UK small caps, companies exposed to infrastructure spending, and the IPO market.

13.12.2019

UK plc: open for business

After three and a half years of uncertainty, today’s clear electoral result means that the UK is once again investable.

06.12.2019

Is world production set to rebound?

Don’t believe the recession hype, a rebound in global production is in sight.

25.11.2019

Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

25.11.2019

Getting better all the time... a few more reasons to consider CoCos

CoCos investors can benefit from the improving financial performance of banks, attractive risk-adjusted yields on offer and a likely limited...

25.11.2019

Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21.11.2019

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

20.11.2019

Focus on the fundamentals for GEM success

The reality of emerging markets is very different from preconceptions, and it pays to look behind the headlines.

Loading....%