Equity markets

Research from Natixis GAM Portfolio Barometer

Small and mid-cap companies looking attractive

Healthcare was one sector that did not fully participate in the recent stockmarket rally and finished the first quarter as the worst performer in the S&P 500 index, writes Legg Mason's Evan Bauman.

Big plans for EMEA region

Key drivers

Started to add exposure to EMs

Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.

Increasing uncertainty

Delegates at Investment Week's regional briefings in Edinburgh and Manchester heard from a number of global equity income fund managers who discussed the stock and sector tailwinds boosting their portfolios in 2016 and the risks challenging their investment...

The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend - the burgeoning Asian middle-class consumer - is a secular force that is still only in its early stages, according to T.Rowe Price's...