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Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
UK equities: The boy who cried wolf?
Unloved, undervalued, and under-represented. Three words that Portfolio Manager Stephen Payne believes represents UK equities in his view that the UK could offer stronger prospects than other major markets over the next decade.
European equities: will inflation be transitory for longer?
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Is this ‘value’ rally for real?
With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.