Is ‘recovery’ the best play in a fully-valued market?
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
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PA ANALYSIS: Does Toshiba scandal raise Japanese equities alarm bells?
News overnight that one of Japan’s flagship companies Toshiba has been found to have engaged in extremely dodgy accounting over recent years may set off alarm bells for those holding Japanese funds.
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Baring warns of slow growth decade
Baring Asset Management has warned that the next decade could see slower growth around the world than some expect.
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Financials boost UK’s Q2 dividend payout to record
A 33.3% year-on-year rise in financial sector dividends helped push the total dividend paid by UK companies to a record £29.2bn for the second quarter.
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Avoiding arrogance and macroeconomic beartraps – European Wealth
Having surpassed £1bn in assets under management less than five years into its existence, European Wealth’s fearlessness in deviating from its peers is paying off.
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PA ANALYSIS: Where next for the Chinese equities rollercoaster?
It has certainly been an interesting year for investors in Chinese equities, to put it mildly.
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Global AUM stalled in Q2- Lipper
Assets under management in the global fund market stalled at $36 trillion during the second quarter of the year, according to data company Lipper.
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Great expectations for Japan
Turnaround stories are an investor’s best friend, and we believe the biggest in the world today is Japan.For more than two decades from 1990, Japan’s economy was beset by the deflating of a major asset price bubble.
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Ideas for Asian dividend yield
Asian dividend yield remains a strong theme despite the widely- anticipated US rate hike, said King Fuei Lee, fund manager for Asia ex-Japan equities at Schroders.
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Investors boost European equity holdings as Grexit fears fade
European investors appear to have shrugged off their worries about a Grexit, with the Euro Stoxx 50 index up 2.4% on Monday. Indeed, the consensus that European stocks are the place to be has returned, also among the continent’s fund buyers.
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Ashmore argues there is ‘chronic over-estimation’ of EM risk
There is chronic over-estimation of emerging markets risk among investors relative to economic growth levels, according to head of research at EM specialist Ashmore, Jan Dehn.
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FACTOR FIVE: European equities funds for all occasions
Investec Wealth & Investment’s Stacey Johnson analyses five European equities funds for a variety of investment aims.