What overlooked opportunities should investors be considering?
Large-cap and tech reigned supreme during the pandemic, meaning some areas have been neglected
Author: Adam Lewis
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Is the dividend drought over?
Investors may have to wait until 2025 for a return to pre-pandemic levels
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China bounce-back tempered by curbs to tech heavyweights
Strong Q1 figures belie significant stock market corrections and less fiscally accommodative government policy
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Covid no longer biggest stock market threat
As more managers expect a ‘V’ shaped recovery
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Are recent leverage scandals blips or an emerging trend?
Investors should be cautious but not fearful
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What is driving the reflationary spike?
And which assets will be most affected?
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Are emerging markets the answer to low yields?
They could be a potential source of income ‘where many assets have stretched valuations and tight spreads’
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What does industry want from green gilts?
The Investment Association outlines 10 key features
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How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
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Pimfa welcomes FCA consultation on permanent change to 10% rule
Brexit allows UK to ‘discard’ some guidelines ‘which firms may consider cumbersome or unnecessary’
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Only LatAm is cheaper than the UK for investors right now
But Brexit is now a reality – not a risk – so that discount could be set to shrink, says Waverton CIO
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European value stocks on the ascendency
Airlines, energy, banks and insurance the strongest performers of the past four months