With M&A still a key theme for equity markets, this methodology can continue to outperform.

We think the market is in certain circumstances complacent and not enough consideration is being given to downward pressures, in particular corporate margins due to higher input costs.

We are in an environment where there are a lot of M&A rumors and a reasonable amount of (actual) M&A so I do not think these rumors are confounded.

The telecoms news was disappointing. We do not have any hopes for that sector in the near term, but when the market starts to slow down later in the year maybe they will be an...

Another day, another bid — the market is going above 6,000.

We question whether companies will be able to pass their input increases on. Even if the oil price goes sideways, it will still hurt companies.

Most people think we’re in for a couple more rate hikes in the United States. We’d argue that that would make life more difficult for equity markets but so far they seem to be trickling...

If the market does have a correction, the worst-performing sector in that correction will have been the best-performing sector in the last couple of years.

The retail news was very mixed, there have been winners and losers. It would be right to remain fairly cautious.