Global Equities

Investment news for Financial Advisers and Paraplanners - M&G: Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020. more...

Investment news for Financial Advisers and Paraplanners - M&G: Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers? more...

Pension news for Financial Advisers and Paraplanners - Prudential Market Insights – September 2019

Sahil Shaikh, Portfolio Manager and M&G Treasury & Investment Office, discusses the good news amongst the bad in a slowing global economy, whether he thinks the looming global recession will be different to last time & how much impact the US/China trade war is having on the market's volatility. more...

Investment News for Financial Advisers and Paraplanners - Invesco: US business cycle, Draghi legacy and UK business investment

How healthy is the US economy? European Central Bank – end of an era? How is UK business investment faring amid Brexit uncertainty? more...

Investment news for Financial Advisers and Paraplanners - A strategy for the long term investing in global equities with some exposure to emerging markets

A strategy for the long term investing in global equities with some exposure to emerging markets more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Global Equity Income

As at the end of December 2018, the IA Global Equity Income sector comprised of 56 funds with combined assets in excess of £19bn. To meet the IA’s sector requirements, funds must achieve a yield premium to that of the MSCI World index and allocate at least 80% of their assets to global equities. In practice, the sector includes funds which seek to deliver multiple outcomes, and is one that we would further categorise into three sub-groups; funds that seek to provide a yield in excess of the index (including enhanced income strategies), funds that seek to grow their dividend distributions over time and those which seek to provide a level of total return, when income is reinvested. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Investors must hold bad bosses to account

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership. more...

Investment News for Financial Advisers and Paraplanners - M&G: The evolution of geopolitical risks

Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: International Stocks: Things Change

U.S. equities may be outperforming the rest of the world now, but the reverse was through outperformed during much of the first decade of this century. more...

Investment news for Financial Advisers & Paraplanners - M&G Equities: All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Europe vs US: A whole new ball game?

Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation.Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation. more...

Investment News for Financial Advisers & Paraplanners - Overweight or Underweight Equities?

Are we at the end of the economic cycle? Where can you find value and opportunity in an uncertain world? Listen to the latest thinking on the key themes that are shaping global markets in 2019 from M&G’s Investment Director and Head of Equities Investment Communications, Ritu Vohora. more...

Investment video for Financial Advisers & Paraplanners - M&G: Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders? more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Earnings season – some welcome surprises?

Watch this month’s video where Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly positive, particularly in the US. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Equities outlook: four predictions for 2019

How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Building an investment case the Lego way

It turns out The Value Perspective has something in common with one of the world’s most popular toy brands – we do not want to risk missing out on a good idea just because its time has not yet come. more...

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