Feature

CIVETS

Jason Pidcock and Caroline Keen of the Newton Asia-Pacific equities team say the trend for dividend-paying Asian companies is continuing to evolve.

The JO Hambro Continental European fund has outperformed the Europe ex UK sector average nine out of the 10 years it has been in existence.

Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.

The evolution of structured UCITS has seen collateralised investments come to the fore. Morgan Stanley's Sophie Barnett looks at how such plans have been adapted for the retail market.

INFLATION

JPM's James Glover says dividend yields will play a more significant role in driving real total returns than they have over the past 25 years.

Martin Currie's Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.

JLT's Martyn Scott outlines the planning opportunities you can use to reduce your client's Capital Gains Tax charges.

SPOTLIGHT ON ETHICAL