Filters

Search results

Found 106  resources

  • Sort by:
  • Date
  • Rating

Display

Charles Sunnucks: Index shifts: the changing face of emerging markets

Published by : Jupiter

Charles Sunnucks, Assistant Fund Manager, comments on some potentially significant developments for emerging market indices.

Published: 18 October 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Contemplating the death of ‘Abenomics’

Published by : Columbia Threadneedle Investments

Alex Lee, Portfolio Manager

Published: 17 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Corporate bond opportunities in a late-cycle market

Published by : Columbia Threadneedle Investments

At this stage of the economic and credit cycle we remain reasonably constructive about the prospects for the global corporate bond market but are taking a more defensive approach than a couple of years ago.

Published: 16 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

A different path to yield: New ways to reach your destination

Published by : Lyxor

Whether it’s for the scenery, the exercise or the culture, getting off the beaten track to find what you’re really looking for can be quite rewarding. Our range of yield alternatives - including listed infrastructure, property, and private equity companies – provides a few new ways to get you what

Published: 12 October 2017

Business Area: Dividends

Type: Portable Document Format (.pdf)

Emerging Market Equities – A reality check

Published by : Legg Mason Global Asset Management

Despite their more attractive growth and secular tailwinds, many investors have historically been hesitant to invest in emerging markets (EMs). The reasons for this include concerns around currency volatility, political instability and economic over-reliance on commodities and resources. This view

Published: 12 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

International Stocks: Tailwinds Picking Up

Published by : Legg Mason Global Asset Management

After a decade out of favor, international value stocks are overdue for a comeback, notes ClearBridge PM Safa Muhtaseb, thanks in part to better prospects for cyclical sectors in Europe.

Published: 12 October 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

China-US détente eases investor fears

Published by : Columbia Threadneedle Investments

International investors have greater opportunity to benefit from China’s continued rise. As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks.

Published: 10 August 2017

Business Area: China

Type: Portable Document Format (.pdf)

The folly of home bias: why UK-only investors are missing out on alpha

Published by : Aviva Investors

Aviva Investors manager, Thomas Wells, reveals why investors who only focus on the UK will be handicapped in their ability to maximise returns. Investing internationally brings much greater diversification, giving investors exposure to potentially fast-growing stocks and sectors that are simply

Published: 27 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Equity Growth Stars: Bargains in Disguise

Published by : AllianceBernstein

Investors are wary about US stock multiples. But elevated valuations of high-growth stocks may be deceiving. Growth overachievers that can deliver persistent fundamental strength often make a mockery of their short-term valuations in hindsight.

Published: 13 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

European equities increased to overweight in multi-asset portfolios

Published by : Columbia Threadneedle Investments

In this month’s Asset Allocation Monthly, Toby Nangle, Global Co-Head of Asset Allocation and Maya Bhandari, Multi Asset Portfolio Manager, explain why they are have moved to be more positive on Equities in general and give their recent thoughts on China.

Published: 06 June 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)