Search Result(s)

There are 107 item(s) tagged with the keyword "equities".

Displaying: 11 - 20 of 107

Hello Kitty: A big cat in the investment universe?

Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.

Tags: M&G Investments, Equities
Value investing - Are you missing an opportunity?

Across the globe, despite a brief comeback, many value stocks and sectors are languishing at historical lows relative to their growth counterparts. Against this backdrop, our value-oriented portfolio managers review the landscape facing investors in the world’s key economies, highlighting the opportunities we’re seeing in mispriced stocks and the potential catalysts for a value revival more broadly.

Tags: Fidelity, Investment Trusts, Equities, US, Asia Pacific ex Japan, UK, Webcast
The quiet comeback of two of China's battered sectors

When China cracked down on tutoring and online gaming, the industries looked set for decline. As policymakers shift their attention to promoting growth, portfolio manager Tina Tian explores the reasons why these sectors are returning to health and whether investors can prepare for a longer term recovery.

Tags: Fidelity, Equities, Asia Pacific ex Japan
Tech outlook - time to look beyond AI and the 'Magnificent 7'?

Tech stocks have continued to perform well in 2024 relative to the broader market, but there has been wide divergence in returns, even among the ‘Magnificent 7’. Fidelity Global Technology portfolio manager Hyun Ho Sohn outlines why tech themes could broaden out beyond recent high profile winners and discusses some of the underappreciated opportunities he sees across the sector.

Tags: Fidelity, European equities, Equities, US, Asia Pacific ex Japan, Global, Webcast
Taking stock of China's evolving investment landscape

Chinese equities have recently been marked by elevated volatility, but there are signs of economic stabilisation and green shoots of improving investor sentiment. Having recently completed 10 years at the helm of Fidelity China Special Situations PLC, Dale Nicholls reflects on the key changes he’s seen on the ground through a tumultuous period and outlines why now could be an opportune time to revisit the case for Asia’s largest economy and stock market.

Tags: Investment Trusts, Equities, Asia Pacific ex Japan
How important is face-to-face research for you?

Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.

Tags: BNY Mellon Investment Management, Thematics, Equities, video
Incoming: is a value renaissance on the cards?

Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?

Tags: BNY Mellon Investment Management, Equities, Thematics, Macroeconomics
A change in equity market leadership?

Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.

Tags: BNY Mellon Investment Management, Technology, Equities, Macroeconomics
Equity income megatrends

Four themes reshaping the landscape for income investors

Tags: Aviva Investors, Income Investing, Income, equities
UK smaller companies: Q1 2024 market review and outlook

What were the key events driving the market in Q1 2024 and how did the trust perform? In this video, fund manager Robin West discusses UK interest rates, inflation and recent performance, plus how he sees the economy and market progressing in 2024.

Tags: EQUITIES, Invesco

Displaying: 11 - 20 of 107