Equities

  • Retirees seek alternatives on back of low interest

    Retirees seek alternatives on back of low interest

    A growing number of retirees could shift their investment focus towards higher-risk holdings due to expectations of longer term low interest rates.

  • risks quicker than speed of global recovery

    risks quicker than speed of global recovery

    Despite increased volatility in financial markets and weaker macroeconomic numbers, we continue to believe the global economy will improve gradually throughout 2014 in a low-inflation environment, which will be positive for risky assets.

  • Doll a return to normal after bad weather

    Doll a return to normal after bad weather

    Former BlackRock equity specialist Bob Doll predicts a return to ‘normal’ as volatility picks up in the year ahead.

  • Jupiter AUM climbs 21pc

    Jupiter AUM climbs 21pc

    Assets under management rose 21% in the past year, according to Jupiters annual results.

  • PA ANALYSIS Europe will rise again

    PA ANALYSIS Europe will rise again

    Investor sentiment is suggesting Europe is returning to favour

  • Investor confidence on the rise Schroders

    Investor confidence on the rise Schroders

    Investor confidence in global markets is increasing as the UK shows some of best sentiment, according to Schroders.

  • 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.