Do TV and Film Investments Make Money?
Equities Growth, Private EquityTrends in television
The introduction of video-on-demand (VOD) services including Amazon and Netflix has revolutionised the way we watch TV. They are each gaining millions of new subscribers each year and produce ever more of their own award-winning…
The great equity market rotation
Equities Main, Private EquityWith significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.
For investors in the UK equity…
What goes up must go down: so are the global equity markets heading for a fall?
Equities Main, Private EquityLast week, global equities hit another all-time high. The MSCI World Index rose to a record level, the value of all the companies in the S&P 500 crossed the $20 trillion mark for the first time ever and the FTSE 100 closed above 7,300.
With…
Identifying investment opportunities in equity markets
Equities Main, Private EquityIn tough, volatile economic times, why do equity markets offer an attractive option for investors? For the past five years the global macroeconomic environment has been characterised by low economic growth, low inflation and low interest rates.…
Global Stock Markets: The Financial Comeback Kid
Equities Main, Private Equity
With all eyes on the U.S. stock market and the return of the "Trump trade," few investors are focused on global equity markets.
It is easy to see why. Global stock markets have disappointed investors so much, for so long, that most simply…
Business Optimism Soars into New Year
Equities Main, Private EquityU.S. companies are preparing to invest again after years on the sidelines, and rising interest rates are unlikely to impede them.
Executives have grown more optimistic about growth, in part anticipating that President-elect Donald Trump's…
Emergence of major new firms in new industries to drive the market, Nick Train argues
Equities Main, Private Equityhe All-Share index was first calculated in April 1962 at a maiden value of 100. At the time of writing in mid-September 2016, the index stands at around 3,650.
The capital value of the index has compounded at nearly 7% a year over the 54…
FTSE buoyed by appetite for banks
Equities Main, Private EquityBanks helped to support British blue-chips on Thursday, buoyed by good performance from U.S. lenders in key business areas on a volatile day as the European Central Bank held policy steady.
British mid-caps were also in focus, hobbled as…
U.K. Focused Companies Feel Post-Brexit Pinch
Equities Main, Private EquityThe divergence between the internationally focused FTSE 100 and domestically focused FTSE 250 begins to show as earnings reports caution on Brexit.
The outlook for companies with operations focused on Britain's domestic economy is starting…
Is The Writing On The Wall For The FTSE 100?
Equities Main, Private EquityThe pound has been the focus of investors’ concerns about a Hard Brexit; while the pound has experienced a ‘flash crash’ and plunged to its lowest level in more than 31 years versus the dollar, the FTSE 100 has quietly jumped above 7,000…
Don’t be fooled by the FTSE 100
Equities Main, Private EquityThe Footsie has soared through 7000! Another 30 points and we’ll be at record highs! The economy is in its rudest health for a generation and basking in the prospect of a rapid EU exit!
Don’t be fooled. The only reason shares are leaping…