Equity markets

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...

Research from Natixis GAM Portfolio Barometer

Small and mid-cap companies looking attractive

Healthcare was one sector that did not fully participate in the recent stockmarket rally and finished the first quarter as the worst performer in the S&P 500 index, writes Legg Mason's Evan Bauman.

Big plans for EMEA region

Key drivers

Started to add exposure to EMs

Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.

Increasing uncertainty

Delegates at Investment Week's regional briefings in Edinburgh and Manchester heard from a number of global equity income fund managers who discussed the stock and sector tailwinds boosting their portfolios in 2016 and the risks challenging their investment...