Recent moderation in macroeconomic data across Europe, as well as weakness in sterling and euro against the dollar, supports the case for selective positioning in the UK and European equity markets, where we note attractive dividend yield characteristics.
Avoiding ETF or passive positioning on a benchmark level, we prefer stocks in sectors such as financials, basic materials, and energy and consumer (both staples and discretionary) that have high and sustainable...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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