‘Dividends tend to come from more mature (browner) companies and industry groups’
EFG International sells minority stake in Spanish private bank
Deal will enable firm to ‘focus fully’ on its core business
Bond market blues
What are higher yields telling us about inflation expectations?
Pitfalls and promises of green bonds
Issuance has grown strongly but this is still a market in its relative infancy
Is the eurozone really heading into recession?
Fiscal policy flexibility is one of the bright spots, along with improvement in former crisis countries
Investors braced as Italy plunges into new turmoil
The apparent collapse of Rome’s coalition populist government could have far-reaching repercussions for the eurozone
Why ams AG is our largest holding – Urs Beck
Three years after launch, the New Capital Swiss Select Equity Fund is five-star Morningstar rated and has produced an annualised return of 14.19% since inception. How does the Fund’s biggest holding, ams, contribute to its performance?
Leisure stocks to profit from increase in US consumer spending
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.
Leveraged China ETF propels Montero to victory in Fund Picker Competition
Montero achieved a total return of 41.37% on his portfolio of eight funds from April 2014 to April 2015. The showpiece of his portfolio is the Direxion Daily FTSE China Bull 3X ETF Fund, a leveraged fund on the Chinese equity market. The fund took full advantage of the rally in Chinese equities following the […]