News & insights
The Global Equity Income team explores human behaviour during volatile markets and how this can be dangerous for investors.
Read the latest outlook from the Global Equity Income team.
The Uk Value and Income team look at the case for value in a rising rates environment and why the recent rally in growth might be an opportunity for investors to exit.
Does it feel uncomfortable to own or buy cyclicals?
Has opportunity in Latin America been overlooked?
The UK Value & Income team look back on zero interest rates, central bank money printing and government bailouts in 2021.
To the Board of Directors, Goldfields Limited
Which commodities will come out on top in the next commodity super-cycle?
As China passes the baton which country will be up next as the global manufacturing leader?
The Emerging & Frontier Markets team look at how the Next Generation Emerging Markets Fund could benefit from a travel surge following the halt that the pandemic brought.
Will inequality within equity markets ever normalise?
Being bold in their voting decisions, the UK Value & Income team discuss their stance with Barclays ahead of the AGM Season.