Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
global equities
-
-
Analysis: 25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
-
Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
-
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
-
JP Morgan AM’s Witherow on a ‘golden era’ for dividend growth over the next five years
JPM Global Equity Income co-manager discusses why the firm expects 7.6% annual payouts growth over the next five years
-
IA: Equities experience positive quarter after June £1.2bn inflows
Fixed income loses £1.2bn in June while net inflows into equity funds turn positive
-
Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
-
Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
-
Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’