Portfolio Manager, Global & International Equities
In five years, Uber has grown from techie trouble-maker to a global ride hailing giant. But our obsession with owning cars remains as strong as ever.
Our specialists discuss the investment implications of the Volkswagen scandal for the auto industry and find pockets of opportunity where companies have been oversold.
From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that the market for automobiles in developed markets could be in decline.