Opportunities in the IT sector
Improved engagement
Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
Is there enough economic growth to prolong the current expansion?
Long-term asset return studies, such as the Barclays Equity Gilt Study, confirm that dividends - and in particular dividend reinvestment - are the drivers of long-term total returns from UK equities.
Outlook also bodes well for value investors
Investment grade remains attractive
Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.
'Unjustly punished in sell-off last year'