European equities: the asset class investors love to hate
Investors have long been showing reluctance towards European equities, and recent events in the region are only exacerbating this sentiment. However, this does not apply to everyone – some recognise the potential of the asset class, including Carmignac’s head of European equities Mark Denham, who sees the opportunities in this unloved geography
Restricted area – the encroaching politicisation of central banks
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.
Vodafone or Alphabet – will either be paying a dividend in 2022?
Digital disruption is creating all types of havoc across industries and now dormant areas of the market such as tobacco, telecommunications and utilities are starting to feel the pinch.
Seeking an income that stays on track for years to come
Join the managers of SAINTS on their travels as they seek out companies from across the globe that they believe can deliver the winning combination of dependable and growing income along with capital growth. Capital is at risk and income is not guaranteed. A key information document is available by contacting Baillie Gifford.