"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.
Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.
It is easy in times of political fear and uncertainty to be 'trapped in the headlights' as opposed to thinking ahead and investing for the future. According to the latest Bank of America Merrill Lynch fund manager survey, global investors have been selling...
A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.
Chinese internet companies seen stellar earnings expansion
eSports features for the first time as a demonstration sport at the 2018 Asian Games, with indications of being a medal event at the 2022 Asian Games. The Paris 2024 Olympic organisers are currently considering including eSports as a demonstration sport...
Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
Not a 'risk-free' asset
It has been well documented how momentum and growth investing have outperformed value as an investment style for most of the past decade.
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
We meet management teams from companies across Europe and they continue to report a positive trading environment.
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
Potential to be a growth stock
US in 'tightening' mode
Global equity markets are closing in on the tenth anniversary of the global financial crisis.