Equities
What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of prime minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
A look in the portfolios of best and worst China funds
Midea Group, Agricultural Bank of China and Kweichow Moutai are three companies held predominantly in well-performing China equity funds, while Tencent Holdings is held by many poor performers.
What to avoid when investing in Europe
A sector that is being disrupted is European consumer staples, said Todd, who leads a six-man London-based team who look at European equities. Large caps such as Nestle and the big tobacco firms, for example, have historically been reliable performers, “but we think that they are too expensive for the growth they deliver. You pay […]
Walker Crips stays loyal to Woodford despite bad run
The managers of the Walker Crips managed portfolio range are sticking with Neil Woodford despite an extremely tough few months for the star manager.
Investors step up European equity ETF buying
September saw renewed appetite for European equity exchange trade funds (ETFs) after flows had dropped in August, according to data from assert manager Blackrock. But it was another asset class that really stole the show.