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.
A robust investment process should accept that higher volatility is normal, and that style bias must be overcome, argues Ian...
Analysing contingent convertible bonds, or CoCos, isn’t so different from other credit analyses
Presentation by Ian Heslop on European equities.
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...
The tide might finally be close to turning for European small caps, but there’s still plenty of cause for optimism.
Putting Brexit to one side, the prevailing market backdrop suggests UK small cap investors still have plenty to be positive...
Liam Nunn, manager of the Old Mutual European Equity (ex UK) Fund, looks at the rise of bitcoin, the zeal...