Equities

08JUN 2016

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60 seconds with Paul Marriage on the outlook for small caps

Ahead of the UK's referendum on its EU membership, Paul Marriage explains why neither outcome will necessarily be bad for UK smaller companies.

08JUN 2016

Markets

Euro 2016: Where are the best equity opportunities among the tournament favourites?

With the Euro 2016 football tournament about to get under way, we assess the investment opportunities offered by some of the main contenders.

02JUN 2016

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60 seconds with Matt Hudson on the recent rotation in UK equities

The market is in a slowdown phase and overall positioning should remain defensive; however, there could be short-term opportunities in industrial cyclicals and financials.

MAY

23MAY 2016

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60 seconds on the hunt for value in UK dividends

As the demand for UK dividends grows we look at why investors need to be brave in order to generate income higher than the market average.

20MAY 2016

Markets

Is now the time for value stocks in Europe?

Value stocks are unloved and underowned in Europe, but signs of a pick-up in inflation could see them reverse their underperformance.

19MAY 2016

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60 seconds with Alex Tedder on US equity opportunities

US equities remain attractive but investors need to look at nimble and dynamic firms which can adapt to the current climate of low growth.

12MAY 2016

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Is now the time to be value investing?

After a painful 2015 value investments have enjoyed a robust start to 2016, but can it last or will Brexit derail the moment in value?

11MAY 2016

Markets

Is the world economy turning Japanese?

We examine the vulnerability of economies such as the US, Europe and China to “Japanese disease” and discuss how authorities could potentially avoid deflation.

10MAY 2016

Markets

Can small caps prosper in a world of deflation and disruption?

The recent underperformance of small caps in a number of markets has prompted some to suggest that they may have lost their particular investment advantages. We disagree.

05MAY 2016

Markets

Three investment conclusions from Leicester City’s first Premier League title

Leicester City's 5000-1 English Premier League triumph has shown investors the value of defeating the behavioural bias of loss aversion.