As the Coronavirus pandemic evolves, James Sullivan offers an update on our outlook and positioning.
Managing Director (UK) and Fund Manager, James Sullivan, looks at the market’s indifference towards Japanese stocks.
Managing Director in the UK and Fund Manager, James Sullivan looks at the macro environment and, amidst all the uncertainty, reminds us not to panic.
James Sullivan looks at the investment case for the ‘financials’ sector.
James Sullivan discusses the development of the Korean market in his latest note.