This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...
Financial conditions are looser today than at the start of the year
A cursory glance through global news headlines might suggest the proverbial 'wall of worry', that markets are prone to climb, might not be short of a few bricks.
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