The UK electorate has rejected hard-line left-wing politics and voted for free market capitalism.
The result of the election should help UK small caps, companies exposed to infrastructure spending, and the IPO market.
After three and a half years of uncertainty, today’s clear electoral result means that the UK is once again investable.
Don’t believe the recession hype, a rebound in global production is in sight.
With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...
CoCos investors can benefit from the improving financial performance of banks, attractive risk-adjusted yields on offer and a likely limited...
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.
The reality of emerging markets is very different from preconceptions, and it pays to look behind the headlines.