Equities
Asia
One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
31 October 2016
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2 min read
US
GDP growth has been sluggish, so there has been a premium for companies that have improved margins in the US, expanded their business, spun off non-performing assets or segments, cut costs, etc, while still operating at a high level.
31 October 2016
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2 min read
Europe
Marcus Morris-Eyton, in Allianz's European equities team, looks at the outlook for earnings in Europe, following six years of non-growth.
31 October 2016
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2 min read
US
Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.
31 October 2016
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2 min read
US
Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.
31 October 2016
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2 min read
UK
As we have clearly seen in the UK this year, as equity markets go up, yields go down.
30 October 2016
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2 min read
Asia
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...
30 October 2016
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4 min read
Specialist
Demand for high-quality, healthier and sustainably produced food is growing rapidly.
30 October 2016
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2 min read
