Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long periods of time, value stocks have outperformed growth stocks by a substantial margin. However, that has not[…]
Shorting of UK stocks rocketed in March as the global coronavirus pandemic caused widespread market uncertainty, according to analysis.
Given the heightened volatility environment – with a series of multi-sigma in credit spreads spikes since the end of February – the decisions we take over the next three months are likely to disproportionately influence our returns for the next three years.
The coronavirus sell-off has opened up an opportunity for investors to snap up stocks deemed by many to be too expensive just months ago at cheaper prices, according to Peter Hargreaves.
The US labour market will be key to the pace and shape of the recovery from what will be the deepest recession in recent memory, according to analysts.
Nick Clay, Andrew MacKirdy and Newton Investment Management colleagues responsible for the BNY Mellon Global Income fund are set to join RWC Partners.
Nick Clay, Andrew MacKirdy and Newton Investment Management colleagues responsible for the BNY Mellon Global Income fund are set to join RWC Partners.
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
Majedie Asset Management has repositioned the Edinburgh Investment Trust with a focus on companies “with strong market positions” that should emerge from the coronavirus crisis “in even stronger shape”.
The Bank of England (BoE) has been urged to block around £7.5bn of dividend payments from UK banks “for the sake of the health of the financial system”, according to reports.