For the year ahead, our preferred areas for investment are companies with strong cash flows and, in this low earnings growth environment, low cost producers that also have a flexible cost base.
While the macroeconomic outlook looks uncertain for global equities, Alex Tedder finds reasons to be bullish over individual companies, particularly those that specialise in disruptive technology and provide earnings power.
Black Friday should be the highlight of the year for retailers, a chance to drive the punters through their doors and out again via their cashiers filling the coffers along the way, but in reality is Black Friday causing more pain than profit for the retail sector?
At the time of writing, the MSCI Europe equity index has delivered a total return of around 10% this year and we believe investors should see further gains in 2016 given the continued earnings recovery in Europe.
Alex Tedder discusses how an uncertain macroeconomic backdrop means that a focus on company-specific drivers that can deliver earnings surprise, is the best way to navigate 2016.
An overview of markets in October 2015, when equities posted strong positive returns amid hopes of more accommodative monetary policy from central banks.
Elly Irving discusses the three catalysts that could result in Big Food becoming the next Big Tobacco, potentially resulting in lower sales growth, higher costs and large scale litigation for food and beverage companies.
While acknowledging the challenges, Financials Global Sector Specialist, Chris Costanza, sees a disconnect between sentiment and fundamentals, providing investors with an attractive risk-reward skew in the systemic banks.
Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.