Positive view amid China slowdown

In recent weeks, global equity markets have suffered the first material setback since the 2011 eurozone crisis (when global markets fell over 20%) and very understandably this has caused an increased level of anxiety among investors.

Whilst we are continually reviewing and appraising our investment views, such a significant pull-back in global markets naturally makes us ask the critical question, has anything changed?

Perhaps it is useful to first recap on our investment views from the start of this year.