Equities
Equities
Is the FTSE 100 a classic cyclical play or a quality stock lover's nirvana? The index is seen by many as an overly cyclical index, which is dependent on interest rates and oil prices, but the contrarian investor might take a different view.
14 November 2016
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3 min read
UK
Global stockmarkets are still digesting the UK's decision to leave the EU back in June, and while economic data is holding firm, valuations in the UK equity market have polarised with material rises in companies deriving significant profits abroad, reflecting...
11 November 2016
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2 min read
Europe
Growth is hard to come by as the global economic backdrop remains subdued, particularly in Europe, writes Crux Asset Management's Roland Grender.
11 November 2016
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2 min read
Asia
Financial regulators in Beijing and Hong Kong announced the launch of the Shenzhen-Hong Kong Stock Exchange Connect, slated for December, giving foreign investors access to the world's eighth largest exchange and more importantly China's high growth equity...
11 November 2016
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2 min read
US
In a year of political surprises, Donald Trump has succeeded in delivering the greatest of them all by winning the US Presidential Election on the back of a Republican sweep, writes Nicolas Janvier, co-manager of the Threadneedle American Smaller Companies...
11 November 2016
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2 min read
