Global bond yields are expected to be low and the wealth manager recommends tilting toward dividend-paying equities.
Tag: Global Equities
Global equities: upwardly cautious
Markets inching up in 2020 seems to be a growing consensus among fund groups.
HEAD-TO-HEAD: Pinebridge versus T Rowe Price
FSA compares two global equity products: the Pinebridge Global Focus Equity Fund and the T Rowe Price Global Focused Growth Equity Fund.
HEAD-TO-HEAD: Morgan Stanley vs Threadneedle
FSA compares two highly-rated global equity products: the Morgan Stanley Global Opportunity Fund and the Threadneedle Global Focus Fund.
Video: T Rowe Price on global equities
Even if global growth slows, Nicholas Beecroft, portfolio specialist in the firm’s equity division, says growth companies are “on the right side of dramatic change” – which is often driven by tech innovation.
HEAD-TO-HEAD: Invesco vs Morgan Stanley
FSA compares the Invesco Global Structured Equity Fund and the Morgan Stanley Global Opportunity Fund.
OMGI shifts from value to quality
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, London-based global equities strategist at Old Mutual Global Investors.
HEAD-TO-HEAD: Fidelity vs Investec
FSA compares two global equity funds: the Fidelity World Fund and the Investec Global Strategic Equity Fund.
Institutional investor consensus: a 10%+ correction
A majority of institutional investors globally anticipate a correction in global equities of more than 10% within 18 months, according to a research conducted by Managing Partners Group.
StanChart: Equities the key theme for H2
Portfolios should still have a significant allocation to equities,
Standard Chartered Bank’s Wealth Management Advisory Group said.
