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.
Value still performs important role
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...
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
Indian bond markets continued their post-budget rally as the promise to stick to the fiscal roadmap, as well as the RBI's policy on inflation, has seen a complete turnaround in market sentiment.
The UK equity market seems to have taken the view that the biggest losers from a Brexit would primarily be those stocks and sectors that have the highest proportion of domestic earnings, writes Miton's Eric Moore.
GDP growth in China for Q1 2016 hit a record low of 6.7% following a 21 consecutive quarterly downward trend. However, there are other economic indicators that may suggest the macroeconomy is showing signs of stabilisation, writes Miller Guo, CEO of GF...
Last year a mini-tornado blew through energy markets as oil prices tumbled. This swept up many firms at the heart of the US fracking boom that had grown through high yield debt. The wider high yield market took a fair bit of collateral damage.
Before the credit boom, professional investors routinely allocated 10% or more of their portfolios to small-cap stocks, writes Andrew Morgan, portfolio manager at Walker Crips.
Wild ride for US stocks
Easy to become 'despondent' over Japan