Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...
Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.
Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns.
Behavioural or psychological biases such as herding can lead to market mispricing of equities.
In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities, and...
The same data can often be interpreted in contradictory ways, and while this may be perplexing, it also offers distinct...
As Democrats gain control of the House, and Republicans increase their influence in the Senate amid a high voter turnout,...
Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...
Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...
All is not quiet in equity markets, and investors need to be aware of hidden risks.