Equities

Resumed 2015 trend depreciation

Gallery of emerging markets of the future

As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.

Political risk not affecting fundamentals

Markets rebound despite talk of impeachment in Brazil and the US

Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.

Withdrawal of QE could cause 'considerable fallout'

US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.

UK equity income continues to look relatively attractive in a world of low interest rates and low bond yields.

The threat of populism may have abated in Europe for now, but investors in the continent should not rest on their laurels, argues Chris Hiorns, manager of the EdenTree Amity European fund.