Global equities: the magnificent seven and beyond
- Understand the impact of market concentration around the magnificent seven stocks
- Explain the differences and similarities between the magnicent seven in the US and the granolas in Europe
- Describe the trends affecting China's position as a big payer of dividends
Global equities: the magnificent seven and beyond
- Understand the impact of market concentration around the magnificent seven stocks
- Explain the differences and similarities between the magnicent seven in the US and the granolas in Europe
- Describe the trends affecting China's position as a big payer of dividends
Introduction
By Damian Fantato
Welcome to Asset Allocator's latest special report, which is supported by JPMorgan Asset Management.
It is almost impossible to talk about global equity markets at the moment without the magnificent seven coming up in conversation. But this is simply one of the developments which has taken place in equity markets recently.
So this month we sit down and look in depth at how portfolios are addressing that conundrum and we then look beyond that at whether the answer lies in Europe.
We also look at what it means when a tech stock starts paying dividends and we look at whether the rise of China as a dividend payer changes the game for global equity income funds.
Once again, this special report qualifies for 60 minutes of CPD from the Chartered Institute for Securities & Investments, which has recently agreed to accredit Asset Allocator's content.
To bank the CPD simply read the articles and then answer the questions below (you can only access the questions once you have read all the articles). You can download the report by visiting FT Adviser's CPD section under "My CPD".
