Fiercely burning or slowly simmering? US and Europe’s contrasting economic recoveries
US economy is recovering rapidly while Europe is taking longer, but what does that mean for investors?
US economy is recovering rapidly while Europe is taking longer, but what does that mean for investors?
‘Dividends tend to come from more mature (browner) companies and industry groups’
Though tailwinds are strong for now there are worries ‘markets have moved well ahead of the economic reality’
‘If you simply change nothing and just stick the sustainable badge on, you’re going to face a lot of questions’
Although the majority have done well, not every UK equity income fund has benefitted equally
Ninety One has held up despite a radical rebrand in the middle of the Covid crisis
Stockpickers still putting their chips on a cyclical recovery but ‘a lot is already priced in and a pause may be warranted’
An astonishing earnings season for US corporates has not had much impact on share prices
UK dividend payments fell by 26.7% in Q1, the slowest rate of decline in the last 12 months
Reit managers extol the virtues of closed-ended structures as Aegon AM and Aviva UK property funds remain shut
50% of UK fund buyers said they plan on upping their exposure to Japanese equities and none were looking to sell out
Square Mile research has found a surprising renewal of interest in the long-suffering IA Targeted Absolute Return sector