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Is your income fund as safe as you think?

Published by : Old Mutual Global Investors

All is not quiet in equity markets, and investors need to be aware of hidden risks according to Ian Heslop, head of global equities and manager of the Old Mutual US Equity Income Fund and Justin wells, strategist, global equities.

Published: 19 February 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

European equities revisited- The outlook remains bright

Published by : Hermes Investment Management

A year ago, amid widespread scepticism, we argued for a renaissance in Europe. In 2017, the eurozone recorded its fastest rate of economic growth in a decade, confidence soared and stocks rallied. Today, Martin Todd, Co-Manager, Hermes European Alpha at Hermes Investment Management, revisits the

Published: 23 January 2018

Business Area: Equities

Type: Other

Emerging market equities - opportunities in improving fundamentals

Published by : M&G Investments

Many emerging market companies are making good progress on self-help initiatives; adopting better capital discipline and focusing on profitability rather than growth. Although the asset class has seen significant outflows in recent years, investors are starting to pay attention to these positive

Published: 11 January 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Crowding in equities

Published by : M&G Investments

When crowding is present, it is vital to be able to determine whether a stock’s valuation continues to justify an investment, and to exit a position before the herd reacts if it does not. Equally, value-focused investors such as M&G can evaluate opportunities in areas of the market that may be

Published: 11 January 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Synchronised upswing in global growth drives positive equities outlook

Published by : Columbia Threadneedle Investments

The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. All things being equal, equities should continue to perform well in 2018. However, as investors we must ask

Published: 22 December 2017

Business Area: Global Growth

Type: Portable Document Format (.pdf)

Back in black: The energy sector’s cash-flow focus is good for credit

Published by : Hermes Investment Management

As energy companies focus more on balance-sheet strength and less on maximising growth, the sector is likely to become more attractive to credit investors.

Published: 29 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Latest from Lyxor: Eurozone recovery shows no sign of slowing down

Published by : Lyxor

Eurozone markets seem to have recovered from their short-lived sell-off, but investors may now look to lock in gains rather than take on more risk – especially with the Catalan elections looming.We’re less positive on sectors like construction and consumer discretionary as a result.

Published: 28 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Latest from Lyxor: Risk off sentiment fades, but feverishness remains

Published by : Lyxor

‘Risk off’ sentiment faded towards the end of the week, but markets remained skittish. The risk aversion had been fuelled by a number of factors including weaker data in China, uncertainties over US tax cuts and the oil price, plus year-end profit-taking. The weakness was particularly visible in

Published: 22 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Japanese Companies Are Already Delivering

Published by : T. Rowe Price

Recent improvement in the Japanese economy – recording a sixth consecutive quarter of growth in Q2 2017 – has again raised hopes that, together with an improving global economy and Bank of Japan stimulus, this could be the catalyst for the long-awaited Japanese growth and inflation cycle.

Published: 17 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

European Earnings Are Growing - Four Things You Should Know

Published by : T. Rowe Price

With the last European company earnings announcements now in, the second quarter corporate earnings season confirmed an optimistic outlook for European earnings growth.

Published: 17 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)