China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...
Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.
The low-growth, strong-dollar cycle may be nearing an end.
Swings in investor sentiment over much of the last decade show us that there are grounds for optimism as 2019...
It’s been a rollercoaster ride for gold and silver over the past few months.
CoCos may have an important role to play as interest rates fall across the yield curve and increased life expectancy...
The fall in real interest rates, and a new loose monetary policy environment, is good news for the price of...
It’s time for international investors to consider China’s $14 trillion equity market as a standalone allocation.
Some of our leading international equities experts share their views on how investors should position for the future.
How our global equities team’s unique, systematic approach is now being applied to European equities.