Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following the financial crisis, ‘growth’ stocks have clearly been a better option than ‘value’ stocks. The main explanations offered for this is lacklustre global economic... Show More
Market outlook: Currency wars, deflation worries, political election cycles and a corporate survival mode will continue to put downward pressure on growth rates and interest rates. We continue to favour an investment strategy with a dominant sustainable yield aspect due to the weak growth outlook. Financials offer the best yield... Show More
Market outlook: We maintain our bullish long term view while the US interest rate cycle will deliver short term volatility. As market optimism and risk appetite grows, we expect investors to step outside the consensus large cap and mid cap market and start to pick winners from the small cap... Show More
