Finding value in global markets

They say health is wealth, but healthcare investors might disagree. The sector has had a tough time over the past few years. Policy noise in the US has been a major headwind recently, but even before

In 2026, the FTSE 100 index is likely to pass 10,000 for the first time thanks to the onward march of corporate earnings around the globe. UK investors have been remarkably reluctant to invest despite

“America has progressed from infancy to senility without passing through a period of maturity.” So said a character in one of Ian Fleming’s short stories in 1960. He was wrong then – or, was he, as so

Private equity has grown rapidly in recent years. By 2024, there were more than $6trn in private equity assets, up from $2trn a decade ago, according to data firm Preqin. Venture capital added about $

Andrew Van Sickle: After more than a decade of poor performance, emerging markets (EMs) have staged a comeback this year. The benchmark MSCI EM index has gained more than 20% in US dollar terms. What

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