Why SMIDs valuations stand out in a bifurcating US market
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
A long period of low interest rates has benefitted those companies whose cashflows fall far into the future. Will US equity bull market continue? In a low growth world, investors are willing to pay...
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Are UK equities 'too difficult' for asset allocators to invest in now?
The long-term attraction of the UK smaller companies market is beyond doubt.
Is now the right time to invest in equities?
Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...
Deteriorating fundamentals are weighing on EMs
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
London-based student accommodation remains attractive
The UK remains a global leader in the provision of higher education, with some of the highest ranking universities in the world.
The trends set to drive EMD returns higher
Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...