Economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
Real value investing globally as a long-term investment style
Canaccord Genuity Wealth Management's asset allocation committee meets monthly to discuss the economic outlook for the UK equity market and the affect that changes in the global economy have at large.
A global debt crisis. Historically low investment yields. The double-whammy of an ongoing population boom and an increasingly ageing society. As the world adapts to a changing social and economic landscape, we consider the effects on the future of investment markets – and the impact on individuals.
Simon McGarry, Head of UK Equity Research at Canaccord Genuity Wealth Management, covers the litte-known topic of innovation in the UK - concentrating on GlaxoSmithKline, JustEat and Centrica. To conclude innovation in the UK is dead would be a grave mistake.
Dividends offered by the UK’s biggest companies are reaching new highs compared to their earnings. Dividend payout ratio for the FTSE 100 has just passed 70%, meaning over the last year, dividends have been worth more than 70% of those companies’ earnings. The fact that many of these companies are troubled shows that companies are under pressure to keep dividends up, even when revenues are trailing off. So just how secure are dividends?
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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.