‘Flurry of specials’ belies Brexit uncertainty for dividends
UK dividends grew 7.6% in Q2, to a record £28.8bn, according to the latest Capita UK Dividend Monitor.
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ARM single-handedly lifts FTSE
A 42% rise in ARM Holdings shares to 1699.5p lifted an otherwise lacklustre FTSE 100 into positive territory on Monday.
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HY bonds generate largest daily inflows ever
Bank of America Merrill Lynch data revealed 11 July was “the day when bears capitulated into risk assets” with investors flocking to high yield in droves.
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PA Congress Insight: Pidcock’s Asian equities investment formula
We have heard a lot about the dividend culture improving in Asia thereby making it more attractive as an income source. But is it really? And if it is, how sustainable is it? Jupiter’s Jason Pidcock gives his thoughts.
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Chasing high dividend yields can make you poorer says Guinness
Targeting companies with high dividends yields is more likely to hurt long-term growth prospects than create greater returns, according to Matthew Page of Guinness Asset Management.
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GAM claims Brexit impact on Europe ‘small’
The economic impact of Brexit on continental Europe will be small, according to investment director of European equities at GAM Niall Gallagher.
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PA Congress Insight: A GEM contrarian who takes Nigerian banks seriously
An ‘extraordinary period of monetary experiment’ is a risky backdrop for any emerging market strategy to invest in but Henderson’s Glen Finegan takes solace in a long-term contrarian view that throws up plenty of opportunities.
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Despite macro events, China funds buoyant
The MSCI rejection of A-share inclusion, as well as Brexit, has had little impact on China-focused equity funds in the short-term, according to FE data.
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PA Congress Insight: Don’t disregard banks when looking for quality
In aggregate, the market is starting to look expensive, but, argues David Moss, there are still high quality businesses available on good prices, just not in the traditional areas.
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PA Congress Insight: Entrepreneurial US still great for stock pickers
“If you cannot find a relatively small number of really exciting, attractively valued stocks in a market like the US, the you should really question why you are a stock picker in the first place,” argues Baillie Gifford’s Tom Slater.
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Burberry surges but house builders hold FTSE back
Burberry Group shares spiked by over 7% on Wednesday after a better than expected sales update was released to the market.
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Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.