When the cycle changes in Swiss equities, flexibility is key as the opportunity set is quick to react
Investing in Japan has changed dramatically in the last 15 years when most investors simply focused on large exporters and value stocks. Today, we see companies that are taking advantage of growth opportunities in domestic and global markets where businesses and consumers have new product and service needs.
Evolution of factor based ETFs are a fast growing part of the funds industry. We discuss the benefits of incorporating screens within indices to enhance the quality and yield of a passive portfolio. This allows for a clear and transparent tilt to an equity allocation while maintaining the low-cost approach associated with index tracking.
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.
Register for Fidelity Emerging Markets portfolio manager Nick Price’s live webcast.
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.
The ‘smaller company paradox’ says that over the longer term, smaller company returns have outstripped those of their large-cap peers – but looking ahead this should be seen as a structural longer-term trend, not a short-term anomaly
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.
UK investors have historically shunned offshore funds as being vehicles for tax avoidance, existing in an alternative regulatory regime, or simply for being unavailable – but today, all of that has changed.
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.
Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.
Fidelity’s Nick Price on the latest developments in Emerging Markets.
Barclays’ announcement on Monday that it has launched...
One of the losers so far, from the election of Donald...
The HL Select UK Shares Fund launch today has been...
With a December interest rate rise now close to certain,...
The index dipped by 0.53% to 6763 Tuesday morning as...