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.
Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.
While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
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...