Equities

Equities | 18 Sep 17

European banks are more healthy than two years ago, and they pay dividends, according to Richard Brown, London-based client portfolio manager at Janus Henderson Investors.

Equities | 13 Sep 17

August was a hot month for momentum ETFs. The equity funds which track shares doing well in the stock market saw record inflows of $300m (€250m) from European investors, Blackrock reported.

Emerging Markets | 12 Sep 17

Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.

Equities | 31 Aug 17

European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.

Alternatives | 24 Aug 17

With the global population booming, the ‘pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four’s Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.