When investing in Japan we do not presume that everything is roses when it comes to its economy. Sluggish economic growth means the macro backdrop remains challenging, and questions are being raised about the effectiveness of Abenomics, while the country’s demographic problems are well documented.
Following strong performance so far this year, is the rally in emerging market equities sustainable in its current form?
By 2025, emerging markets will account for around 50% of the world’s consumption. How can investors benefit from this phenomenal growth?
Celebrating its first anniversary Smartfund 80% Protected does what it set out to do.
Jason Pidcock, manager of the Jupiter Asian Income Fund believes the Philippines is an excellent emerging market: stable, with favourable demographics, low debt and strong growth from a low base. Its top quality growth companies are great examples of what he seeks for the fund’s portfolio.
New Capital's research analyst Chelsea Wilson argues that entertainment and 'athleisure' stocks are likely to benefit from an increase in spending power of the American consumer. Housing stocks also stand to profit.
Peter Westaway, head of investment strategy for Vanguard Europe, explains why investors should remain invested in global bonds despite negative yields.
China’s economy may be slowing, but this has not stopped consumers spending more to improve their lifestyles – travel and tourism being the biggest winners
Most people would explain the rally in global risky assets since mid-February as being primarily down to the spectacular volte-face from the Federal Reserve, I wouldn’t necessarily agree.
In this video Matthew Beesley, Head of Global Equities, discusses ‘Brexit’ (British exit) fears ahead of June’s ‘In-Out’ Referendum on European Union membership.
Will they, won’t they? What are the implications of ‘Brexit’ (the UK voting to leave the European Union in the forthcoming June 2016 referendum)? Regardless of the eventual outcome, investor anxiety is likely to increase in the run-up and – along with it – market volatility. This will create opportunities for strategies such as ours.
Value stocks have significantly underperformed growth stocks in Europe in the past decade. Are now approaching an inflection point?
Successful companies these days will typically have access to multiple markets – they do not depend on the success of a single product in a single market. In a world that has become increasingly interlinked through technology and communications, intelligently managed companies can bring products to market in more regions faster than ever before.
Global dividends reached $1.15 trillion in 2015, according to the latest Henderson Global Dividend Index (HGDI), a long-term study of global dividend trends.
Capital Group New Perspective Fund (LUX) – accessing global growth in challenging markets
“When a man is tired of London, he is tired of life; for there is in London all that life can afford.” Almost 240 years after English writer, Samuel Johnson penned these words, the capital’s private-rented property sector does indeed offer all that life can afford. From penthouses in Hyde Park to bedsits in Barking, London has a multitude of residential properties catering to its diverse and multicultural population.
As we move into the latter phases of the business cycle, UK dividend growth looks likely to accelerate again. Matt Hudson, who manages the Schroder UK Alpha Income Fund and heads up the company’s Business Cycle Team, explains what is driving this dividend recovery.
There is a running theme in the British comedy television series, W1A, a satire of working life at the BBC. The central character, Ian Fletcher, Head of Values – who one would expect to have a cushy corner office with a city view – is instead forced to find a new desk each day. The fictional company’s aim to boost creativity by installing hot desks ends up misfiring.
Returns from alternative Ucits funds have been disappointing...
Massive, opportunistic M&A activity doesn’t tend to...
With rising prices for fuel, restaurants and hotel...
Fund Selector Asia compares the BlackRock GF Asian...
Dan Roberts runs Fidelity’s Global Dividend Fund with...