Equities
Small cap funds – the golden boys of European equities
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years.
European earnings growth set to drive equities in 2017
European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.
US equities – the Trump honeymoon period continues
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets, bar Latin America.
Investors keep pouring money into US equity ETFs
Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.