CoCos may not be well-understood, but there are a number of reasons to consider them carefully
How our global equity team’s investment philosophy and process is now being applied to two European funds
Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...
Emerging markets bonds have got off to a strong start this year, but it is important to be selective.
Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit
Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...
What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Challenging conditions in global equities markets over recent months should be understood in a long-term context.
While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).