A number of commentators correctly highlighted at the start of the year that dividends were at risk in the resources area of the UK equity market, writes Stephen Message, manager of the Old Mutual UK Equity Income fund.
Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
High correlations between oil and equities are set to weaken as markets are now much more accustomed to lower and volatile prices for the commodity, according to Lukas Daalder, chief investment officer of Robeco Investment Solutions.
Significant meeting means limited oil price downside