Equities
Earnings growth in India: Can the momentum be sustained?
If estimates over the next two years are realised, earnings growth CAGR would be more than 20%
Has the tide turned for UK funds?
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
Can the US still deliver meaningful returns?
Rising inflation and interest rates are keeping investors on the fence
Is now the time to trim ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
Back equities over bonds to combat inflationary environment
‘We are seeing greater ability to pass through rising costs than we have seen for the last 20 years’