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Equities

  • How to find quality UK stocks

    How to find quality UK stocks

    Investors would be forgiven for thinking there is nowhere safe to turn – but it’s not all doom and gloom

    November 30, 2022
  • What next for China after president Xi consolidates power?

    What next for China after president Xi consolidates power?

    Recent history has shown how successful sectors can be cut down to size at the whim of the government

    November 22, 2022
  • Is the 60/40 portfolio about to make a comeback?

    Is the 60/40 portfolio about to make a comeback?

    After a chastening year, JP Morgan tips an old favourite to come roaring back

    November 21, 2022
  • £1.95bn pulled from Baillie Gifford funds in October

    £1.95bn pulled from Baillie Gifford funds in October

    While Abrdn recorded its largest net inflows in over a year

    November 18, 2022
  • How to spot the US small-cap stars

    How to spot the US small-cap stars

    This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy

    November 17, 2022
  • Dewi John: EM entry points call for careful consideration

    Dewi John: EM entry points call for careful consideration

    The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios

    November 15, 2022
  • Are traditional diversifiers about to re-emerge?

    Are traditional diversifiers about to re-emerge?

    Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios

    November 14, 2022
  • Grace Yan: The rising fortunes of Asia’s small-caps

    Grace Yan: The rising fortunes of Asia’s small-caps

    Four important developments should provide momentum for the asset class

    November 4, 2022
  • India offers investors upside surprise but it does come at a premium

    India offers investors upside surprise but it does come at a premium

    Gloomy expectations of how the country would cope with Covid and its aftermath have proved unwarranted

    November 1, 2022
  • Costly funds ‘do not stand up to scrutiny’

    Costly funds ‘do not stand up to scrutiny’

    Average annual return of 10 most expensive strategies was -17.3%, with some customers paying nearly 2.5%

    October 31, 2022
  • Baillie Gifford Japanese

    Baillie Gifford Japanese

    Investing in Japanese companies with above average growth. Watch the Talking Factsheet for the Baillie Gifford Japanese fund with Amaya Assan, Research Manager.

    October 24, 2022
  • Storm warning as money pours out of UK equities

    Storm warning as money pours out of UK equities

    As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector

    October 19, 2022

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