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There are layers of change happening in the energy sector, making it a fascinating area of opportunity

Investing in structural growth at the right valuation point

Rates in Mexico and Brazil are coming down. Despite cautious guidance, we believe further cuts will be ahead of consensus 

The UK stock market is currently analogous to a melting ice-lolly – the number of stocks and the aggregate market cap is falling. There’s a triangle of factors at play here, including mergers and acquisitions (M&A), share buybacks and companies leaving the UK market. 

With inflation continuing to soften, and growth returning, European valuations look still more attractive. 

Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.

As investors move away from China, we look at some interesting alternatives

The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors