The Week
The Week: Global dividends power ahead
Investors can take reassurance from the strength of global dividends, with the UK a notable outlier.
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Japan’s capital revolution: a new era for active investors
Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?
Ninety One explores a new cycle reshaping global equity leadership.
Emerging markets: are you missing the point?
Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance.
The Fed’s risk-management pivot: a green light for equities
A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.
After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...
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