Views and Analysis

Brexit - The Black Swan Returns

Ken Nicholson and Trevor Fitzgerald comments on Brexit vote

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Views and Analysis

Impact of Brexit

The British people voted yesterday to leave the European Union by a narrow majority. Though the final economic impact will depend on the new agreement governing the relations between the UK and the EU, the immediate effect will be driven by three cumulative factors:

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Views and Analysis

Credit Market Update

Views and Analysis

Dan Tubbs - "Why I'm upping Chinese bank bets"

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Views and Analysis

Flash Note on Bank of Japan monetary policy

"We expect additional stimulus in July"

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Views and Analysis

Update on Emerging Market Equities

Views and Analysis

UK Equities Budget Update

Views and Analysis

Identifying Europe's 'hidden champions' amid ongoing volatility

Ken Nicholson, Lead Portfolio Manager for the European Small and Mid cap strategies, reveals in Investment Week the different strategies that are helping him find the best opportunities in the region as he continues to navigate market volatility.

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Views and Analysis

Update on Emerging Market Equities

Views and Analysis

Ten Themes That Shape the World in 2016

Views and Analysis

Update on Equities Global Focus

"Healthcare, Technology platforms and Consumer Brands are just 3 of these areas we focus on."

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Views and Analysis

Why Convertible Bonds Now

Views and Analysis

Global Equities Update

Views and Analysis

Update on High Yield and Fixed Income

Views and Analysis

Update on Equities

In our view, the European stock markets' sharp drop these last two days is mostly explained by fears of weakness in the macro scenario on both sides of the Atlantic, this obviously generates uncertainty in the near term.

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Views and Analysis

Fixed Income Update

The markets have reached a point of maximum fear yesterday as a result of the realisation that Mario Draghi may indeed not do “whatever it takes”, combined with a heightened fear of Ebola plus lower than expected consumer sentiment numbers from the US.

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Views and Analysis

Why Now is a Great Time to Invest in Convertible Bonds

Despite the recent market sell-off and turmoil, we think that the recent correction will not continue and we believe that the underlying equity backdrop remains constructive.

Dips provide astute investors with an opportunity to add to their allocation for the following 8 reasons:

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