Analysis: Faith in equity income stocks starts to pay dividend
Signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
Investment
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US inflation registers at 2.8% as market braces for ‘step into the unknown’
US tariff discussion adds uncertainty to inflation predictions
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Head to head: The Japanese question
Two Japan watchers go head to head on this region that continues to confound investors
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Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
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WisdomTree unveils first European defence ETF
Defence and security ‘underrepresented in many portfolios’
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Calastone: Investors pile back into equities in February
While bond funds record their third strongest month on record for inflows
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Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
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SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
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IA: Investors pull £3bn from funds in January
Uncertainty over Trump’s policies in the future path of interest rates contributed to the outflows, according to the IA
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ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated