There are 128 item(s) tagged with the keyword "equities".
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Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
Four themes reshaping the landscape for income investors
What were the key events driving the market in Q1 2024 and how did the trust perform? In this video, fund manager Robin West discusses UK interest rates, inflation and recent performance, plus how he sees the economy and market progressing in 2024.
Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face
Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
As economic growth stalls and fewer small and medium-sized businesses choose to list in the UK, we explore policy measures that could help provide a boost to the sector.
Even after the late-year “Santa” rally, all-in yields in many credit sectors are near multi-decade highs, making it tempting to portfolio managers to have overweight credit allocations to maximize the yield opportunity. But credit spreads are relatively narrow and the distinct risk of an economic or financial market recession looms eventually, so managers might opt to underweight credit sectors.
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, explores the persistent theme of divergence from 2023 continuing into 2024. Dhar delves into facets, including the weakening US labour market and geopolitical tensions around the Red Sea, that might mitigate the potential for a US soft landing.
Energy transition: Beyond renewables
Displaying: 41 - 50 of 128