04/01/2020
New names have been added to the portfolio, including staples and healthcare companies, putting cash to work while maintaining a reasonably balanced profile.
03/31/2020
The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.
03/30/2020
In terms of demographics, the region is best placed for economic and wealth growth, and there is significant scope for expansion in investment markets.