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There are 31 item(s) tagged with the keyword "Markets".

Displaying: 1 - 10 of 31

Investment Outlook 2022 with William Davies

William Davies, Deputy Global CIO looks at the outlook for equities, fixed income and fiscal and monetary policies in the coming year

Tags: Columbia Threadneedle Investments, Markets
Asian opportunities amid uncertainty - Outlook

Markets have performed well since March 2020, but we believe the wide valuation discrepancies that exist between sectors is not justifiable given the breadth of earnings recovery now being seen.

Tags: Invesco, Asia, Equity, Markets
How Asian stock markets shook off the pandemic

Asian shares have benefited from the region’s effective handling of the pandemic, but what comes next?

Tags: Schroders, Equities, Asia, EM Equities, Asia Pacific, markets
I thought you said you were contrarian

Question: You say you are a contrarian investor. If we look at your top holdings in the Invesco Asian Fund (UK), such as Taiwan Semiconductor Manufacturing (TSMC) and Samsung Electronics, they don’t seem very contrarian ideas. Have your philosophy and process changed?

Tags: Invesco, UK, Markets
Five key charts for investing in 2021

As investors consider their positioning for 2021, we have selected five key charts to bring them up to speed on the current investment environment.

Tags: Schroders, Markets, Economics, Equities, Fixed Income, Multi-Asset, Interest Rates
How fast can India's economy grow?

Piya Sachdeva explains why expectations for long term growth look over optimistic, and assesses how the country might lift potential growth.

Tags: Schroders, Markets, EM Equities, India, Economics
Monthly markets review - January 2021

An overview of markets in January when emerging market equities outperformed their developed market peers.

Tags: Schroders, markets, equities, fixed income, multi-asset, global equities, US Equities, EM Equities, Japanese Equities, Bonds
Stocks which can grow irrespective of the wider economy

In anticipation of a resumption of economic growth, the UK equity market has rapidly recovered over the past two months. Jonathan Brown and Robin West caution that it could be two-three years, however, before the economy returns to full health. Given their preference for quality businesses with strong balance sheets, they believe that it’s never been more important to maintain their focus on businesses with the ability to do well even in more difficult times.

Tags: Invesco, UK, equity, markets
Four assets that have recovered from the March episode, and four that most certainly haven't

When we talk about market episodes,’ we often mean periods where investors appear to give up on their own long term beliefs due to what prices are doing right now.

It is common to see correlated declines across range of apparently unrelated asset classes during these episodes, which was exactly what we saw in March. Such periods of heightened correlation can be highly revealing of the changing beliefs embedded in markets and how behavioural forces might be playing a role.

Tags: M&G, markets
Living in the future: Are equity markets at odds with the economics?

With lockdown continuing and the tone of news flow deteriorating, it can be hard to reconcile the recent bounce in equity markets with how we may feel personally.

Tags: M&G, behavioural finance, markets

Displaying: 1 - 10 of 31