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.
The FTSE 100 arguably boasts a world class collection of quality stocks, with relatively low levels of volatility and decent returns. I recently analysed five classic quality stocks (Reckitt, BAT,...
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.