James Harries, manager of the Newton Global Higher Income fund, explains why the new "all change" theme is setting the tone for the whole global thematic framework.
Global capital markets appear confused. Government bond yields are matching depression-era lows, at the same time as gold makes new highs and other industrial commodities soar (not to mention art, and...
Underperformance still present – for now
Regtech or fintech
15% increase in number of claims paid
Open architecture philosophy
Inflation above 2% for first this this year