
Equities UK equities: Q1 2025 market review and outlook
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
Following the inclusion of India government bonds into JPMorgan’s emerging market sovereign bond index, MSCI raised India’s weightage in Global Standard (Emerging Markets) index to 16.3% from 15.9% in its latest rebalancing.1 The adjustment is expected to attract a net inflow of $1.5 billion.2
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention. Based on these trends, we are positive on financials, manufacturing and consumers sectors.
Source: Goldman Sachs
Source: NFHS, IndiaDataHub, Macquarie Research, August 2023
Source: OECD, World Bank, CEIC, HSBC
This is Part 2 of a three part series on Indian equities. Part 1 was published on 29 November, 2023 and Part 3 was published on 5 March, 2023
An active fund of around 70 companies featuring quality growth characteristics in the fastest growing large country in the world.
The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset.
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
In Q1 2025, Joe Dowling, Fund Manager of Invesco Global Equity Income Fund, discusses key market questions and their implications for the rest of the year.
Dividend strategies can be valuable for investors looking to take income and for those wanting to build long-term wealth, while also focusing on low volatility stocks can help stabilise returns.