My interest in equities has not abated. When I first wrote this column in mid-January 2016, equities were swooning, the […]
In recent years, value stocks have underperformed the broader equity market. This included value-focused portfolios such as Warren Buffett’s Berkshire […]
This article was written on 20/01/2016. The steep fall in global markets since the start of 2016 has come […]
Once MSCI’s two-phase inclusion of 14 US-listed Chinese companies into its China and emerging market (EM) indices is completed […]
In the normal course of things, this column would focus on an aspect of the fixed income market that is […]
Equity markets in 2015: Greece, China, oil, central banks and volatility…Enough is enough! It is even harder than usual […]
For Indonesia, the signs of economic recovery are flashing now that the government has launched five stimulus packages, while the rupiah has gained.
Currently, we have a positive view on European Equities as based on 4 key factors underpinning valuations and providing potential for valuations to rise.
When applying the best academic thinking to the forecasting of equity returns we find equity markets still have further to go in the next 12 months – despite the recent bull market
Major European sectors should do well in 2014 as company profitability recovers. Investors should look for large-cap companies offering longer-term growth and sustainable earnings, which together with attractive valuations can result in opportunities to take or expand positions.
As part of our 2014 webinar series to provide our clients with reliable information and insights, we have decided to organise a web conference (webinar) focused on “Why should European equities outperform?”.
As part of our 2013 webinar series to provide our clients with reliable information and insights, we have decided to organise a web conference (webinar) focused on “European equities are back on track”.