stock market

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.

Challenging time for markets

Trade wars a key risk

We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.

Stockmarket is more concentrated

Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...

M&G's Johan Du Preez

Pictet Asset Management's Tomás Pinto

As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.

Mining companies the best performers