Recent headlines may highlight cutbacks in pay-outs, but the global universe of dividend-paying stocks is vast and diversified with a long track record of growth. The harsh economic fallout of a global coronavirus pandemic may seem a perverse time to highlight the benefits that dividend income can bring to investment portfolios. After all, companies worldwide slashed their … [Read more...] about Unmasking the opportunity in dividends
Alfen you heard?
You may not have heard of Alfen. At around EUR 1bn in market cap, it isn’t (yet) a stock market giant. However, it is at the heart of several megatrends related to the green energy transition, meaning it is perfectly positioned to continue its recent stellar growth for years to come. Electricity grids are undergoing a profound change as part of the vital transition towards … [Read more...] about Alfen you heard?
Where to next for markets? As Europe moves from recovery to expansion.
In this article we discuss whether Europe’s economic momentum can continue and how will tighter monetary policy affect markets. Supportive Economic Backdrop Economic growth has improved and forward looking indicators remain positive. The economic expansion we’re seeing in Europe can continue. The key reason why, is that corporate management teams are now incentivised to … [Read more...] about Where to next for markets? As Europe moves from recovery to expansion.
FANG OR FAAAS: Driving Equity Markets to New Highs
Cryptocurrencies have dominated the financial headlines in the last few months, initially with jaw dropping gains followed more recently by rollercoaster trading. Jamie Dimon, CEO of JP Morgan and Warren Buffet have both cast their doubts about the longer term sustainability of Bitcoin, Ripple and others. In truth, cryptocurrencies have a long way to go before being considered … [Read more...] about FANG OR FAAAS: Driving Equity Markets to New Highs
Value versus growth and irrational markets
In the world of investing shares, investors are divided into two opposing camps that take a very different approach to investing. Growth investors invest in stocks that grow profits faster than average, and are expected to continue to do so. Investors are happy to pay a premium for this and examples would be Google or Facebook. In contrast value investing is the art of buying … [Read more...] about Value versus growth and irrational markets