New Capital’s research analyst Chelsea Wilson argues that entertainment and ‘athleisure’ stocks are likely to benefit from an increase in spending power of the American consumer. Housing stocks also stand to profit.
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Brexit reaction: Global Equity Income view
Short term impact: currency volatility, growth moderation, continued demand for income generating assets of all types. The decision of the UK electorate to leave the European Union is unexpected, and has resulted in significant market volatility. In the short term there is little practical impact from the decision at a company level. The UK will, […]
Chinese tourism is taking off
China’s economy may be slowing, but this has not stopped consumers spending more to improve their lifestyles – travel and tourism being the biggest winners
Rapid growth in global dividends disguised by the soaring US dollar
Global dividends reached $1.15 trillion in 2015, according to the latest Henderson Global Dividend Index (HGDI), a long-term study of global dividend trends. Underlying dividend growth, which strips out exchange rate movements and other lesser factors, increased by 9.9%.
Debunking the emerging market myth
The historic way of dividing the world into developed and emerging markets is no longer an adequate way of assessing risk. Our unique approach to country selection helps us avoid the pitfalls of an antiquated approach