3rd August 2012
Newton looks to the emerging markets for equity income
- There are now more dividend-paying companies in the emerging markets than there are in developed markets, says Newton's Sophia Whitbread
- The dividend pay-out ratio in emerging markets has proved to be remarkably stable over the past five years
- Investment opportunities abound, not only in Asia but also the likes of Brazil and South Africa
Sluggish economic recovery and European woes curb global M&A
BNY Mellon Chief Global Markets Strategist Jack Malvey argues that an encore of "seasonal affect disorder" might be descending upon the capital markets this summer, as sluggish economic recovery and eurozone uncertainty continue to weigh on sentiment and curb global M&A activity.
Manufacturing renaissance in the US - a whitepaper from The Boston Company
- Incremental changes over the last decade have improved US manufacturing competitiveness
- The stage is set for a revival in employment
- Main catalysts: weaker dollar, narrower wage differentials with China, decline in natural gas prices, slower and costlier global supply chains
- Manufacturing revival likely to create investment opportunities
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