We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.
It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.
There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.