News: Market Review

June 2018 Market Review

5 Jul 2018

This edition of the Market Review considers the market’s recovery from a weak first quarter.

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March 2018 Market Review

9 Apr 2018

This edition of the Market Review considers the key drivers of recent market weakness before reviewing our outlook and strategy.

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December 2017 Market Review

8 Jan 2018

This edition of the Market Review looks back at the key topics of 2017 before considering our outlook and strategy going forward.

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June 2017 Market Review

7 Jul 2017

This edition of the Market Review discusses another surprising election result.

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March 2017 Market Review

10 Apr 2017

This edition of the Market Review considers the global shift towards more populist politics.

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December 2016 Market Review

10 Jan 2017

This edition of the Market Review looks back at a year of surprises and discusses the implications of a Trump presidency. 

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September 2016 Market Review

6 Oct 2016

This edition of the Market Review discusses how we manage uncertainty and the risk of occasional market shocks.

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June 2016 Market Review

28 Jun 2016

This edition of the Market Review discusses the impact of Brexit.

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March 2016 Market Review

7 Apr 2016

This edition of the Market Review discusses valuation dispersion and contrarian opportunities within the market.

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December 2015 Market Review

23 Dec 2015

This edition of the Market Review discusses interest rate hikes and dividends.

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September 2015 Market Review

2 Oct 2015

This edition of the Market Review discusses recent market weakness and the implications of slower Chinese growth.

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