Globalisation is often blamed for the world economy's ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But, in our view, deglobalisation would be costly and disruptive for all regions...
Value strategies have historically outperformed their growth counterparts, yet have suffered amidst adverse market conditions in recent years. While value's outperformance has returned, few funds are positioned for it. What's behind value's recent resurgence...
In a low interest rate world, the income challenge is both real and prolonged. Our three new Enhanced Income Exchange Traded Funds are designed to offer investors a source of attractive and cost-effective yield.
The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.
Invesco's Head of European Equities Jeff Taylor and Fund Manager Stephanie Butcher consider key issues affecting investors in Europe.
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
After having been out of favour for a number of years, investors are finally returning to European equities. However, with Europe having outperformed the S&P 500 by 6.3% in USD terms (as of 13/06/2017) year to date, how much outperformance potential is...
The Investec Global Quality Equity Income Fund turns 10
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today.
Global emerging market investors often overestimate corporate growth potential and overpay for the comfort of quality
Kunal Desai, Head of Indian Equities
Standard Life Investments' UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
In June 2016, immediately before the Brexit referendum, a curious thing happened.
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...
Lyxor's Head of ETF strategy, Adam Laird, recently did a series of interviews with Investment Week editor Lawrence Gosling, focusing on President Donald Trump, US equity and the outlook for investors.
Investors breathed a sigh of relief after centrist, pro-EU candidate Macron's victory in the 1st round of French elections. Since then, European markets have come out swinging. Now he's secured the presidency, is another surge likely? In our view, the...
Centrist Emmanuel Macron's victory in the French election is a welcome, if unsurprising development for European markets. He gained nearly double the votes of Le Pen, with 66.1% compared to 33.9%. European investors can now put elevated fears over political...
There are several arguments that one could currently make for why credit markets look unattractive.
The UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
Kenichi Amaki, Portfolio Manager, Matthews Asia
Equity markets performed well in the first quarter driven by an expectation of lower corporate tax rates in the US and the potential repatriation of offshore cash and investments in infrastructure.
Japan stands to benefit from Trump policies
Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.
This paper explores how to capitalise on the growing high-yield market.