Equities

  • Global dividends break USD1trn Henderson

    Global dividends break USD1trn Henderson

    Firms smashed a record $1trn in dividend payouts in 2013, reflecting growth in equity income around the world.

  • Why valuations do not really matter Ardevora

    Why valuations do not really matter Ardevora

    Valuations need a lot of stretch before they start to really matter.

  • outsourcing a growing europe trend cerulli

    outsourcing a growing europe trend cerulli

    Europe’s growing regulatory environment is impacting the continent’s asset managers in a number of ways, including pressuring them to outsource key functions though the outsourcing direction “is not all one way”, according to Boston-based research firm Cerulli.

  • PA ANALYSIS Africa equity story for investors

    PA ANALYSIS Africa equity story for investors

    Investors seeking to diversify emerging market portfolios may be able to tap into growing equities in Africa.

  • global MandA slide European equities benefit

    global MandA slide European equities benefit

    Equity markets may have reached their pre-crisis levels but M&A activity is still woefully short of its 2007 level - 2013 was an appalling year - but continued global economic recovery is a huge positive for future M&A activity.

  • Eaton Vance poaches Perkin from Goldman Sachs

    Eaton Vance poaches Perkin from Goldman Sachs

    Goldman Sachs chief investment officer joins Eaton Vance as chief equity investment officer.

  • Euro and UK sentiment record high Barings

    Euro and UK sentiment record high Barings

    Sentiment towards European and UK equities is at a record high according to Barings research.

  • RLAM reports record net new business inflows

    RLAM reports record net new business inflows

    RLAM took in £835m from wealth managers in 2013

  • investors set for another bond market massacre

    investors set for another bond market massacre

    Bullish complacency may have been addressed by recent market turbulence, but could our portfolios be under threat from a bond market meltdown, a mirror of what was last witnessed 20 years ago?

  • Barclays WIM grows client assets 10percent

    Barclays WIM grows client assets 10percent

    According to the group’s final results to 31 December 2013, the division now has client assets of £204.8bn, up from £186bn for the previous year. Both its total and net operating income figures were largely flat, with a 4% decline in net operating income, to just more than £1.7bn. Total operating expenses were 21% higher…

  • PA ANALYSIS: Why ambivalence over Japan?

    PA ANALYSIS: Why ambivalence over Japan?

    As Abenomics sees Japan become the land of the rising economy, will it remain a hot prospect for investors in the region?

  • Equities only asset significant returns Rothschild

    Equities only asset significant returns Rothschild

    For the first time since the 2008 financial crisis there is synchronised global growth, and increasing evidence it is gaining momentum.