Equities
UK
At this stage in the cycle, and in many sectors, there is continued pressure on company management to grow their dividends. There was record dividend growth in the UK in the second quarter and dividends are on track to reach a record high of close to...
23 November 2018
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2 min read
Europe
Many investors spend their time trying to find the next disruptor, the next Uber or Netflix. Identifying the 'Next Big Thing' can make for a very profitable investment, as those companies have shown. However, predictions can more often be wrong than right....
23 November 2018
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2 min read
US
The campaign fury in the build-up to the US mid-term elections may have been a factor in 'Red October', which saw the S&P 500 take a 10% intra-month hit.
23 November 2018
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2 min read
Specialist
The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
23 November 2018
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2 min read
