Equity

Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just be looking at a “Goldilocks moment” for the country’s growth prospects – not too hot, not too cold, just right.

According to Keith Wade, Chief Economist at Schroders, equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, he remains positive on shares and believes that equities can still generate an attractive premium for investors.

This year however, it is not credit fundamentals that matter. It is all about central bank policy. As a rising tide lifts all boats, central bank liquidity injections are supporting all financial assets, from risk-free Treasuries to stocks.