February 14, 2019
Europe at a crossroads: Recession or turnaround?
Since the start of 2018, the European economy has continued to disappoint investors. A multitude of factors, both external and domestic, have contributed to a backdrop of slowing economic growth. A revival in growth in China is the most likely catalyst for a turnaround-but perhaps later in the year.
January 25, 2019
Picking the right team: Value or growth?
Given the maturity of this economic and market cycle, investors may wish to shift towards carefully-selected value stocks to increase the resilience of a portfolio.
December 14, 2018
Are we on the brink of a global trade war?
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.