Manulife’s Langridge: EM investors should fear repeat FANG sell-off

Manulife’s Langridge: EM investors should fear...

Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.

Published : 23, Jun 2017
UK equities – where is the next big opportunity?

UK equities – where is the next big opportunity?...

UK equity fund managers tell us where they are finding value, despite the FTSE's recent heights.

Published : 16, Jun 2017
Tilney: European valuation advantage has ‘dissipated’

Tilney: European valuation advantage has ‘dissipated’...

Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.

Published : 12, Jun 2017
Investors see value in FTSE 250 after election surprise

Investors see value in FTSE 250 after election...

While investors aren't finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.

Published : 9, Jun 2017
Cerno sizes up India and Japan small caps

Cerno sizes up India and Japan small caps

Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump's inaction.

Published : 5, Jun 2017
IP’s Shiao backs consumer staples, talks Chinese debt

IP’s Shiao backs consumer staples, talks Chinese...

Invesco Perpetual’s Asia ex Japan CIO Mike Shiao is backing consumer staples on confidence in the Chinese government’s ability to slacken the pace of its growing debt to GDP ratio.

Published : 1, Jun 2017
SW Mitchell challenges Woodford on builders' value

SW Mitchell challenges Woodford on builders' value...

SW Mitchell has countered Neil Woodford's recent bullish position on housebuilders, demonstrating a U-turn on the sector.

Published : 30, May 2017
Brazilian shares nosedive and market suspended amid bribery scandal

Brazilian shares nosedive and market suspended...

The Brazilian share index has fallen by 9% in a day after the nation’s president became embroiled in a bribery scandal, in its worst fall since 2008.

Published : 19, May 2017
EdenTree's Hepworth 'going against the herd' on value

EdenTree's Hepworth 'going against the herd' on...

The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s CIO Robin Hepworth argues the value trade is for the long-haul.

Published : 15, May 2017
Artemis: 'Frexit' risk overstated

Artemis: 'Frexit' risk overstated

Contrary to media headlines, Europe is not nearly so politically or economically dysfunctional as people might believe, Artemis argues.

Published : 3, May 2017
India and China trusts best performers in first quarter

India and China trusts best performers in first...

Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.

Published : 28, Apr 2017
Pharma giant AstraZeneca slides on lacklustre results

Pharma giant AstraZeneca slides on lacklustre...

AstraZeneca shares were trading slightly lower this morning after the firm reported a 12% fall in revenues thanks to a decline in sales of a flagship cholesterol treatment.

Published : 27, Apr 2017
Lloyds Banking Group rockets by 3.6% as profits surge

Lloyds Banking Group rockets by 3.6% as profits...

Shares of Lloyds Banking Group have rallied after the group beat expectations in its first-quarter results.

Published : 27, Apr 2017
Hermes' Greenberg banking on EM 'normality' trade

Hermes' Greenberg banking on EM 'normality' trade...

Top-performing emerging market fund manager Gary Greenberg is banking on a “return to normality” in developing markets.

Published : 24, Apr 2017
Sterling-driven dividend bonanza continues but underlying numbers fall

Sterling-driven dividend bonanza continues but...

The UK equity market pumped out 9.5% more dividends in the first quarter than the previous year as sterling’s weakness continued to magnify the payouts.

Published : 24, Apr 2017
FTSE 100 sheds 2.5% on UK election sterling rally

FTSE 100 sheds 2.5% on UK election sterling rally...

The FTSE 100 index suffered its worst fall since the aftermath of Brexit yesterday, after Prime Minister Theresa May called a snap general election.

Published : 19, Apr 2017
Investment Quorum: ‘Gems to be found’ among DM small-caps

Investment Quorum: ‘Gems to be found’ among DM...

There are hidden, small-cap gems worth digging for in Europe, Japan and even the UK, according to Investment Quorum CIO Peter Lowman.

Published : 10, Apr 2017
Frikkee: 'Trump excitement petering out'

Frikkee: 'Trump excitement petering out'

Smith & Williamson's Tineke Frikkee believes the extreme rotation in equity markets post-Trump that has favoured aggressive value stocks is showing signs of petering out.

Published : 5, Apr 2017
UK active equity underperformance quadruples in 2016

UK active equity underperformance quadruples in...

The S&P Indices versus active funds (SPIVA) Scorecard revealed that the amount of actively managed UK equity funds that failed to beat the benchmark quadrupled from 22.2% to 87.22% between 2015 and 2016.

Published : 3, Apr 2017
Jupiter’s Pidcock: End is nigh for Chinese growth

Jupiter’s Pidcock: End is nigh for Chinese growth...

Manager of the Jupiter Asian Income fund Jason Pidcock predicts 2017 will be the last year Chinese growth exceeds 6% as the countdown to its property bubble bursting begins.

Published : 24, Mar 2017

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