Equities
M&G's Leaviss: How have bond markets been impacted one year on from Brexit vote?
Favouring non-sterling denominated bonds
'Watershed moment for global equity investors' as A-shares join MSCI EM benchmarks
'Mispricings due to emotional or herd trading'
MSCI approves inclusion of China A-shares in EM and ACWI indices; to begin in June 2018
Fourth attempt at inclusion
How Abe's 'work-style reform' can reshape Japan's labour force
The issues facing Japan with respect to its ageing population are well documented.
Fidelity's Samant: Identifying Asia's standout performers
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Henry Dixon: The bull and bear case for the UK
While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
Investors remain positive on UK despite post-election political uncertainty
Sentiment to UK equities rose 4.82%
How will China cope with the big deleveraging challenge?
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
FTSE 250 suffers worst day since Brexit vote on BoE rate split
Fell 2.1% in day's trading
Does recent tech sell-off signal 'beginning of the end' for turbo-charged rally?
'Big five' tech stocks hit recently
Is the Fed's current tightening cycle wrong-footed?
Risk of deflation, not inflation
MSCI's big China decision: Have authorities done enough to open up A-shares?
Set to decide on 20 June
Industry Voice: Should you look across the channel for equity opportunities?
A hung parliament in the UK creates a great deal of uncertainty for investors. Thankfully, opportunities are still plentiful across the Channel. Chanchal Samadder, Head of Equity Strategy, tells us more.
Fed raises rates by further 0.25%; signals one more hike this year
Plans to begin balance sheet normalisation
'The entrepreneurial spirit in Japan is not dead'
Heartwood's Michael Stanes
The 'scenario analysis' that has been key to Allianz Global Insights outperformance
Steven Berexa, global CIO of equities at Allianz Global Investors and manager of the Allianz Global Insights fund, explains how the group's exclusive analytics research tool, Grassroots(SM) has assisted him in delivering standout returns since launch....
Old Mutual's Ormiston on where opportunities lie in Europe
Italy remains a risk
Why US banks are still compelling for large-cap investors
Friendlier regulatory environment expected
Rathbones' Stick: Why we expect an uptick in pharma revenues
Previously warned on pharma dividends
Beyond Trump's rhetoric: Where are the infrastructure opportunities?
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Record number of fund managers consider equities overvalued
BofA Merrill Lynch survey
OMGI poaches Nomura trio to set up EM equities desk
Bringing EM fund in-house
Liontrust expands European income team with Argonaut hire
Former roles at Maris Capital and HSBC
Albion rebrands business; brings recently acquired OLIM fund to retail market
Rebranded as Albion Capital
Most read
