Growth investing

Markets, especially in the US, still look robust.

Turkey’s crisis and fears of wider emerging markets contagion may be overdone, but the global risks flowing from higher interest rates are very real.

The imposition by the US of hefty tariffs on Chinese goods has sparked an alarming spiral of trade strife that has serious implications for asset allocators.

As global markets continue upwards, all of our models are back in the black, so we are banking some profits and adding a few new faces.

Nick Train says working out which companies will survive digital disruption is the most important call for managers.

Tom Bailey considers what investors need to look out for in emerging and frontier market funds that invest in one country – and how to ride out the expected volatility.