Following a bumper season for special dividends, capex growth has picked up substantially. The era of special dividends could be drawing to a close, explains AXA IM's Jamie Forbes-Wilson.
Asia's growing consumer base will be a force to be reckoned with. Yuming Pan from Allianz GI lays out the statistics that show just how big the investment opportunities will be.
Since the financial crisis in 2008, the FTSE All-Share has been on a steady upward trajectory.
Rising labour costs in China means manufacturers have been turning to robotics to save costs. Now, a robotics revolution is underway, driven by smart materials and more sophisticated design. Pieter Busscher from RobecoSAM explains the dynamics.
Rising valuations in healthcare stocks have led to fears of a bubble. Newton's Stephen Rowntree outlines the fundamentals which support valuations.
The dangers of playing the momentum game
Asian income is a game of two halves, with the region dividend between cash hoarding markets and those with an established dividend culture. Margaret Weir, investment director at Eastspring Investments spells out the best and worst markets - including...
The ever-faster treadmill of new issues in high yield gives plenty of scope for letting standards slide. Perhaps it is better to focus on established borrowers, argues Donald Phillips, manager of the Baillie Gifford's High Yield Bond fund.
In recent years, investing in Europe's periphery has often lead to very binary outcomes. Argonaut Capital's Greg Bennett explains how the region is cleaning up its act.
Gripes over lack of wage growth in the US are misplaced as most investors have failed to differentiate average wages from total wages. Brian Wesbury from First Trust Advisors explains the difference.