We are a ‘global-focused, long-only equity trust, focusing on companies trading below their net asset value,’ says Joe Bauernfreund, manager of British Empire Trust. While the trust sits in the Association of Investment Companies global sector, it is underweight North American equities, which comprise 22 per cent of its holdings. Other global funds have 50 per cent in the US.
Despite regulatory concerns, the US tech sector has seen some of the strongest performance in the month of May.
According to data from FE Trustnet, among Investment Association fund sectors, Technology and Communications posted the second-best performance in May, with the sector returning investors 7.84 per cent.
Any investor who owns an emerging market or world equities tracker fund or ETF that follows an MSCI index will have found themselves the proud new owner of Chinese domestic-listed equities as of today, 1 June 2018.
Emerging markets have come under heavy selling pressure since the start of May. Sparked by a strong US dollar, international investors have been rotating out of emerging market equities, bonds and currencies.
Certain countries have suffered more than others. Argentina and Turkey saw their currencies hit the hardest, prompting the former to raise interest rates to 40 per cent to try and stem the tide.
Global dividend payments reached a record high in the first quarter of 2018 , but which individual shares paid the most?
A weak dollar pushed up dividend payments. For some regions, this masked much weaker underlying growth. Tom Bailey reports.
We take a look at whether the rise of share buybacks is a sign that the nine-year long bull market is long in the tooth.
Investors aren’t expecting a recession anytime soon, according to a recent survey. Are they correct or complacent?
Saving £1,000 per month should allow you to accumulate a big enough pension pot to retirement income of £26,000.