Consumer confidence improving
Small and mid-cap companies looking attractive
Inflation below target and rates at negative
It is easy to forget it took three attempts to finally get Britain into the EU in 1973, and none of them was preceded by a referendum, writes James Horniman, partner at James Hambro & Partners.
We find ourselves back in the middle of yet another springtime negotiation between Greece and its creditors - roughly a year on from a crisis that ended in capital controls, a return to a recession, and a 68% fall in the stockmarket index from its 2014...
Healthcare was one sector that did not fully participate in the recent stockmarket rally and finished the first quarter as the worst performer in the S&P 500 index, writes Legg Mason's Evan Bauman.
Draghi to buy corporate bonds in June
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
Value currently underperforming
Following January's panic, markets staged a strong recovery from their mid-February lows following central bank action, a firming in oil and commodity prices, a clearer picture on China and US interest rates.
In 1997/1998 and 2007/2008 the MSCI Asia Pacific ex Japan index fell just over 54% in US dollar terms. The Asia crisis, starting in Thailand but quickly spreading throughout the region, resulted from an excess of borrowing in dollars, failing currency...
Dividend strategies should continue to deliver
Supportive central bank policy
Americans are an optimistic bunch by nature. However, talk of secular stagnation, declining opportunities and faltering growth have become the topics de jour.
FCA Business Plan and Risk Outlook 2016/17
Eurozone equities have had a bad start to 2016, underperforming their global peers. The combination of a steep sell-off in global risk assets and a strong euro were to blame.
Lack of individual company growth
Steel has been a prominent fixture in the news in recent weeks but for all the wrong reasons, writes Canada Life Investment's Duncan Mackay.
Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.
Need to prevent another 'taper tantrum'
EM duration offering attractive risk/returns
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend – the burgeoning Asian middle-class consumer – is a secular force that is still only in its early stages, according to T.Rowe Price's...
Since the collapse of Lehman Brothers in 2008, the developed world has roughly injected an astonishing $12trn trying to stimulate growth.
Two hard years for African equities