UK housebuilders: political risk on the rise
By Mark Martin, Investment Director, Head of UK Equities
As expected, the Autumn Budget contained multiple policies directed towards the government’s stated desire to support home ownership and housebuilding.  It did not include any significant measures to solve the housing shortage, however...
Sector Insight
Market Update
US Equities 2018: long tail risks remain underappreciated
By Ali Unwin, Chief Technology Officer & Fund Manager
As we approach the turn of the year, Fund Manager and CTO Alastair Unwin looks back on the key...
Market Update
European 2018 outlook: banking M&A and bond market volatility
By Rob Burnett, Investment Director, Head of European Equities
Rob Burnett gives his review of European equities in 2017, and picks three key trends he is expecting to see in 2018

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