Are high-growth stocks turning the corner?Subscription
Since the spring of 2014, investors have often favored higher-dividend-paying stocks over higher-growth stocks. Dividend income has been a substitute for the exceptionally weak yields available in traditional fixed income markets.
Innovations in factor investingSubscription
Recent reforms in India have created an attractive opportunity set in the country’s bond market for international investors, although a number of challenges remain.
UK Market Review & OutlookSubscription
All-property total returns were 2.2 per cent in the three months ending December 2016, according to the IPD Quarterly Index for standing investments. The 12 month total return was 3.5 per cent.
AI: The Next Big Thing Is Here, And EverywhereSubscription
Artificial Intelligence is quickly moving into the mainstream of everyday life and infiltrating a wide range of fields, from health care to financial services to security.
While we expect trade frictions to rise, we still believe the overall Trump agenda remains a net plus to global markets.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
The latest manager poll has two main themes: markets are weak and levels of sentiment are extreme. Perhaps more than at any time in recent memory, the leading developed nations’ political actions are the source of immediate market instability....read more