An ageing global population, a thirst for credit in emerging markets and an ever more complex regulatory environment for Western banks are reshaping the opportunities open to investors in the financials sector, according to Robert Mumby, manager of the Jupiter International Financials Fund.

According to Warwick Business School Professor Qing Wang, the strong performance and fast rise of the Chinese technology companies in the world may shock some outsiders. It is certainly helped by an enormous and fast growing domestic market, but there is more...

Global investors are enjoying a bumper year for dividends, according to the latest Global Dividend Index (HGDI) from Henderson Global Investors. Overall pay-outs grew 11.7% year on year in the second quarter to a new record of $426.8bn, an increase of $44.6bn.

During the initial phase of the turnaround in high-risk American assets, equities and high yield moved very similarly. In contrast, since mid-2012, equities have been accelerating more quickly, outpacing the credit market by a decent margin.

Announcement that the Saudi cabinet has approved plans to open up its stock market to foreign financial institutions in H1 2015 is a long-awaited step towards MSCI EM index inclusion.