After President Trump signed the 'Tax Cuts and Jobs Act' into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the acceleration in economic growth.

According to Alasdair Ross Head of Investment Grade and Senior Portfolio Manager, EMEA, Global corporate portfolios offer issuer and security selection alpha potential over and above that found in US Dollar, Euro and Sterling only funds.

According to Amit Kumar and Ashish Kochar, US Equity Portfolio Manager at Columbia Threadneedle Investment, investor caution on market outlook places increased focus on generating alpha. Long-short equity portfolios have the potential to generate greater alpha as individual stock returns diverge.

As the tenth anniversary of the Global Financial Crisis passed this month, our thoughts turned to the ongoing muted volatility in financial markets. The ‘Goldilocks' conditions of improving growth without price pressures are something of a surprise, yet appear to be increasingly discounted in analysts' and investors' expectations.

Technology breakthroughs herald a new era in the way we live, work and relate to each other. Five key trends explain why investors should consider holding technology stocks.