Investment
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?
Fixed Income | 22 Feb 17
Investment trusts switching to quarterly dividends in droves
Yield-hungry investors have had their demands met by an increasing number of investment companies paying out quarterly dividends, new research from the Association of Investment Companies has shown.
Investment | 22 Feb 17
The benefits of buying cheap and holding on
Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.
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.