Is your income fund as safe as you think?
Traditional US equity income investing is mired in biases. Ian Heslop, manager of the Old Mutual US Equity Income Fund, believes an alternative approach is needed.
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UK mid-cap fundamentals to the fore
Chris St. John, Lead Manager of the AXA Framlington UK Mid Cap Fund and the AXA World Funds – Framlington UK, talks about the prospects for the UK equities market.
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Unlocking Value In Japan Smaller Companies
In this interview, he shares with us Eastspring’s well defined and disciplined approach to identify opportunities in the typically under-covered Japan smaller company segment, and how the Fund aims to deliver strong, longer-term performance by doing things differently from the broader market.
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Biotech outlook: Increasing strength of innovation in 2018
2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and our holdings in focus. We continue to expect new product launches and their uptake in the market to accelerate the already positive underlying growth in revenues and cash flows experienced…
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Strength in efficiency
With high levels of demand and limited access, the challenges facing India’s healthcare system are not too dissimilar to other emerging markets (EM). However, its strengths in tackling problems such as bed shortages may be providing valuable lessons for more developed market.
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BB Biotech – double digit return and record dividend
With a total return of 23.1% in CHF BB Biotech delivered a strong performance in 2017. A record regular dividend of CHF 3.30 per share will be proposed at the AGM.
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Flight path: An alternative asset for income
Growing funding pressures and healthy demand are helping to create new investment opportunities in the aviation finance sector. Here, Newton multi-asset income manager, Paul Flood, explores the latest trends in the sector.
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Decoding AI’s Role in Investment Management
Artificial intelligence has long been used in financial markets, despite its apparent novelty. Investors stand to benefit – just as they have over the past 30 years.
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Exploiting Inefficiencies In Frontier Markets
T. Rowe Price’s Frontier Markets team explains why their boots-on-the-ground approach is critical to identifying opportunities in this under-researched asset class.
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Where are Asia’s Dividend Opportunities?
Over the past year markets have paid more attention to reflationary policies in Asia…
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UK equities: fundamentals still supportive
Headlines have described the recent equity correction as being the worst since October 2008, with $5 trillion wiped off global stock markets. After years of strong equity returns, investors will now contemplate whether the next bear market is underway or if the sell-off represents a healthy and necessary adjustment at this stage of the market…
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The case for UK equities
UK equities have been shunned by asset allocators, mainly for political reasons, but there could be opportunities for investors who are willing to remain focused at a stock level. We now have a rare combination of attractive investment conditions, coupled with low valuations. The UK equity market could therefore offer a potentially attractive long-term opportunity.…
