Challenging conditions in global equities markets over recent months should be understood in a long-term context.
Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.
Better China and European PMI data, the reduced chance of a no-deal Brexit and cooling Sino-US tensions all help to...
While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
The US Federal Reserve (Fed) has reversed course and data is slowly improving in the rest of the world. which...
There are notable benefits of having actively-managed gold exposure.
Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns.
Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...
Behavioural or psychological biases such as herding can lead to market mispricing of equities.