Tech trends: Cybercrime and small caps
Technology has been a driving force in equity markets over the last 12 months but the sector continues to divide investors. Watch Ali Unwin discuss what he believes are some of the most common misconceptions when it comes to investing in technology.
Actions speak louder than words: Fixed income at Capital Group
Capital Group might not be widely known for fixed income in the UK. However, with over 45 years of managing fixed income investments across developed and emerging markets, governments and corporates, there’s more to this investment management company than meets the eye, says Jeremy Cunningham, a Capital Group fixed income investment director.
A regime change for income investors?
At Neptune, we have long held the view that there is far too much concentration within the UK Equity Income Sector, with many funds having to rely heavily on a small handful of FTSE 100 stocks in an attempt to produce an acceptable yield. Our analysis shows there was a direct correlation between the worst performing funds during the recent sell-off and those with the highest dividend risk.
The cyclical drivers behind the EM renaissance
The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength – the first consecutive years of outperformance since 2009/10 – is the ongoing synchronised recovery in global growth underway since early 2016.
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 by the industry and companies in our portfolio.