Higher exposure to cyclical industries gives Europe the investment edge over the US, according to BlackRock Global Equity fund manager Andrew Williamson-Jones.
Veritas Asset Management's Global Equity Income fund has recorded a near £100m net inflow so far this year.
Global equities soared over the second quarter. Although the gains were broad-based around the world, emerging markets, and in particular Asia, outperformed developed markets as investors realised that their fundamentals remained strong throughout the...
Equity markets in the second quarter bounced in response to the unprecedented policy actions around the globe.
The market lows of early March were followed by a swift turnaround in risk appetite, fuelling a sharp rally in equity and credit markets in April and May, ahead of some profit taking in June.
It would be an understatement to say that global equity markets have been volatile in 2009.
The stock market could bottom out in the UK later next year and signify investment opportunities in ...