In our new quarterly equities newsletter, our equities managers identify the companies, investment trends and market events that have caught their eye and influenced the investment decisions in their regions.
In this first issue, we reflect on the markets’ response to Brexit and the limits of monetary policy. We explain why emerging market currencies could build on their strong year so far, while in Asia we believe that cyclical stocks have been undervalued and have the potential to outperform. We also offer our pick of the stocks in the US and Japan, and explore the potential found in market disruptors.
Gemologist: Emerging markets - through the looking glass
Adapting to the BoE's corporate-bond buying programme