Are markets ahead of the economy and should they be?
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
‘Big Tech’ dominance puts index on shifting sands
The changing nature of an index driven by the rise of technology firms, which typically pay low or no dividends, has led to a large structural bias against income investors. So how do they prosper in such an environment?
Investment team updates – bullet points 19 June
Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Asset Allocation Monthly
View the latest Asset Allocation Update