Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Category: Equities
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
Three value equity themes to watch
Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
