21st century globalisation – the new secular trend
Julie Dickson explains how the Capital Group New Perspective Fund is benefiting from multinationals changing from being traditional goods and services companies to knowledge and information-based businesses.
Company earnings or Trump and China: what will drive GEM returns in 2017?
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
Expand your mind
Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.
The freedom to perform
Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns.