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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.

Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.

The Great Escape… of UK Unemployment Reporting

Biodiversity is essential to the ongoing survival of life on this planet. We need healthy ecosystems to provide us with air, food, water and more. Our nature and biodiversity insights series covers a range of topics that are central to solving the nature and biodiversity crisis, while highlighting the opportunities for investors to make positive contributions. In part one, Nishita Karad focuses on the importance of a sustainable food system. 

With many European SMEs choosing to stay private for longer – and, in some cases, reversing their publicly listed status altogether – we believe European private corporate credit plays a fundamental role in supporting their growth, especially amidst an ongoing reduction in bank lending. The introduction of regulated frameworks, such as ELTIFs, means a broader investor base can now gain early-stage access to alternative assets such as private credit. The European private credit market presents an opportunity for investors to take advantage of potentially higher returns compared to the US market, as well as certain defensive characteristics that can help ride out any volatility on the horizon, in our view. 

It's not lost on any investor that nearly half the world's population is set to participate in elections this year, with a select few anticipated to significantly alter a country's trajectory. With this in mind, we ask, do corruption perception trends matter to investors?

Our nature and biodiversity insights series covers a range of topics that are central to solving the nature and biodiversity crisis, while highlighting the opportunities for investors to make positive contributions. In this article, Adam Pinfold, Michael Rae and Ben Constable-Maxwell consider the risks of our current unsustainable water use, alongside some of the potential solutions.

2023 was tough for Asian equities. Investor sentiment was kept in check by the Fed’s ongoing interest rate rises and the strength of the US dollar.