Equities

US

Artemis' Weldon holds fire on adding further to financials as doubts linger over Trump tax cuts

Lack of faith in US President

clock 16 February 2017 • 2 min read

Equities

HSBC GAM equities CIO: Value rally could run for two to three years

North Asia presents the most attractive opportunities

clock 16 February 2017 • 2 min read

Equities

Evenlode considers global income fund launch

Would be second fund for boutique firm

clock 16 February 2017 • 1 min read

Specialist

Unpicking the risk/reward in healthcare stocks

2016 saw several blow-ups for large drug companies

clock 15 February 2017 • 2 min read

Emerging markets

The case for dollar-denominated EMD over local currency

The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.

clock 15 February 2017 • 2 min read

Asia

What is the dividend opportunity in Japan?

Still lower than other developed markets

clock 15 February 2017 • 2 min read

Europe

Are European banks still uninvestable?

Subject to strict EU regulation

clock 15 February 2017 • 2 min read

US

US equities reach valuation 'sweet spot'

Rapid improvement on 2016

clock 15 February 2017 • 2 min read

UK

Identifying equity winners and losers will become more 'nuanced'

Politics at the fore

clock 15 February 2017 • 2 min read

Equities

Man GLG launches global long/short fund for cyclicals specialist

Second launch this month

clock 14 February 2017 • 1 min read
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