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There are 107 item(s) tagged with the keyword "Equities".

Displaying: 1 - 10 of 107

UK equity market: A value opportunity, not a value trap

This year’s cyclical upswing in the UK economy is another factor that could pique the interest of equity allocators.

Tags: J.P. Morgan Asset Management, UK, Equities, Economy
Quarterly Equities and Multi Asset Outlook – Q4 2024

Vol-Agility: Agile investing in volatile times

Tags: M&G Investments, Multi-asset, Equities
UK equities: and now for something completely different

UK equities present distinct and attractive opportunities for both domestic and global investors. Discover why they shouldn't be overlooked.

Tags: Invesco, Equities
US exceptionalism could continue but diversification still key

One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. A dollar invested in the S&P 500 at the low of the financial crisis in 2009 would now be worth over $10, more than double the return from European equities and around three times the return from UK, emerging markets or Chinese equities. An allocation of 100% US equities would have been difficult to beat. Why have US equities been so successful and will the trend continue?

Tags: Fidelity, Equities, Multi Asset, Fixed Income, US
Investing in Asia's next phase of development

Recent months have served a timely reminder that market dynamics can shift rapidly. As investors mull the shape of portfolios amid potential concentration risks, Asia offers attractive long-term growth and income potential at compelling relative valuations, alongside diversification benefits. Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Tags: Fidelity, Equities, Asia Pacific ex Japan
Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European Trust PLC, examines the changing dynamics of the luxury goods market. He highlights why he continues to favour companies with strong pricing power, which will be well-placed to grow in an uncertain market environment.

Tags: Investment Trusts, Equities, Europe ex UK
Four factors of quality

Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.

Tags: BNY Investments, Equities, Macroeconomics, Technology
The potential power of income to deliver long-term returns

Equity income was once a popular and well-established investment strategy, offering investors a chance to capture the power of compounded dividend appreciation over the long-term. In recent years, however, it has been somewhat overshadowed by the outperformance of growth stocks largely led by US technology stocks. Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe the forgotten art of dividend investing could be making a comeback.

Tags: M&G Investments, Equities
Weighing up the effect of weight-loss drugs

Ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide. Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

Tags: BNY Investments, Equities
Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how the political and economic backdrop is likely to evolve and the unloved areas of the market that could set to benefit.

Tags: Fidelity, Equities, UK

Displaying: 1 - 10 of 107