Provide "genuine diversification" for investors
Dividend cuts have been a prominent story for the UK equity income sector over the past 12 months, albeit from fairly high levels in some instances.
The crisis period from 11 February to just before the result of the EU referendum had stemmed from a vicious circle of contracting global liquidity (itself caused by a stronger US dollar and reduced monetary stimulus) and deteriorating global growth,...
Trump and Clinton fight for presidency
Few opportunities in electricity sector
Many investors continue to overlook the risks associated with developed market bonds at the expense of potential opportunities in emerging markets, according to Robert Simpson, portfolio manager, fixed income at Insight Investment, part of BNY Mellon.
Triggered by the European Central Bank's (ECB) Asset Quality Review in November 2014, credit growth across Europe has continued to improve, albeit with ongoing support from the bank, writes PineBrdige's Hani Redha.
In these testing times for the global economy, investors are looking for reassurance their dividends can, at the very least, be maintained, writes portfolio manager Mark Whitehead of the Securities Trust of Scotland (STS).
Japan is out of favour, especially with foreign investors, and the market has sold down amid rising global macroeconomic concerns and volatility in returns. In particular, investors have shunned stocks where earnings are perceived to be cyclical or volatile...
A lot of column inches have been devoted to the various scenarios post the EU referendum result. There is a convincing case to be made that there are three possible outcomes this week, two of which are positive for markets generally.
The prevailing macroeconomic and thematic backdrop means UK investors are confronted by some difficult choices currently. In this environment, it seems that buying the market is simply not an option.
Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.
From both issuers and investors
Aggressive quantitative easing announced by the ECB in March, including a plan to purchase euro-denominated corporate bonds, coupled with a relatively dovish Federal Reserve, weakened the dollar and ignited an oil and commodity price rally that has undoubtedly...
Niche capabilities make small caps attractive
Investors have become concerned about the Australian banks in the last year, with the sector down 25% since its peak in March 2016. This is a significant sector, comprising 7% of Asia's total market capitalisation, and is systemically important to the...
Plenty of opportunities
Improving corporate governance
Equities have continued to perform well in recent weeks, with emerging markets and commodity sectors leading the way, as oil and basic materials have continued to rally, writes Gareth Lewis, CIO of Tilney Bestinvest.
Concerns over slowing global economic growth have contributed to weakness and volatility in equity markets worldwide in recent months. In addition, the uncertainty surrounding the outcome of the European referendum continues to have a negative impact...
Who is afraid of Donald Trump? Or, for that matter, Hillary Clinton? Not the US stockmarket, it seems.
The looming vote on the UK's continued membership of the European Union is weighing heavily on many investors' minds. One of the main by-products has been increased volatility in share prices.
Electronic payment evolving