Equity markets

Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies

What we can learn from this South African boutique

Why investors shouldn't dismiss whole asset classes

Most equity measurements - from CAPE to earnings yield - suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market

As equity markets trade near record highs and valuations exceed historical averages, the investing environment appears to us ripe for new sources of returns. In this environment, long/short equity strategies may be well positioned to pick winners and...

Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike

The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund

Fears of a squeeze on FTSE 100 dividend payouts has prompted UK equity income managers to change tack and look lower down the cap scale for opportunities.

Old Mutual Global Investors (OMGI) has changed the dealing frequency on its $3bn Global Equity Absolute Return (GEAR) fund, extending its capacity beyond a previously suggested limit.

Choosing stocks with reliable growth and yield and not too much risk is becoming harder for managers, explains Ciaran Mallon, fund manager at Invesco Perpetual