The FM Report

Over the past 12 months, news headlines signal that the industry’s resistance to disruption may be at a tipping point; healthcare is on the brink of embracing disruptive innovation in a big way.

The European Central Bank has consistently failed to meet its inflation target in the seven years since the region’s sovereign debt crisis. Nor has the market any faith that it might do so in future.

We thought we would cut through the many myths that surround investing. We thought we would start with one of the most commonly used one – now is not a g0od time to invest.

It appears that we have some serious cognitive biases around risk, and biases are seldom a good thing.  In fact, irrational fear can become self-fulfilling.

We believe it is worthwhile incorporating frontier market exposures within an emerging market portfolio

Here is who we think are leading the sustainable sector, and who are the ones fast approaching…

In the last 12 months, several high-profile consumer goods companies have issued profit warnings, most notably Kraft-Heinz. Some commentators have proclaimed the end of the era of big brands.

Emerging market stocks have had a rollercoaster ride in recent years.

The latest developments suggest that trade tensions between the US and China will be more protracted than previously expected.