Equities
ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
European investors lukewarm about US equities – but Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
‘Brexit losers’ looking increasingly attractive – Columbia Threadneedle
The confusion and capitulation that have come with the UK’s vote to leave the EU have and will continue to create opportunities within the UK equity space, argues Columbia Threadneedle’s UK team.
Election brouhaha bruises confidence in US equities – Lloyds
Investors in the United Kingdom are less enthusiastic about US equities under the shadow of the presidential election, according to the latest figures from the Lloyds Bank Investor Sentiment Index.
China: a challenging but compelling investment case
China’s consumption story is expanding quickly, creating some of the most appealing investment cases currently available to investors, particularly as markets are yet to fully price in the pace of urbanisation in the country, says UBP’s Peng Yao.