At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.
The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.
We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.
The soaring scale, wealth and influence of the internet giants have led to growing scrutiny from society and regulators. Could their wings finally be clipped?
Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.