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
Why T Rowe Price is significantly underweight China

Why T Rowe Price is significantly underweight...

With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.

Published : 24, Mar 2017
Financials hit in US equities slump

Financials hit in US equities slump

US stocks suffered their biggest fall in five months with the S&P 500 index dropping 1.2% to 2,344 as the Dow Jones Industrial Average also fell 240 points.

Published : 22, Mar 2017
Woodford’s flagship fund finds footing; smashes £10bn mark

Woodford’s flagship fund finds footing; smashes...

Neil Woodford’s flagship fund found its footing in February and broke the £10bn barrier as the reflation trade began to lose its shine.

Published : 20, Mar 2017
PA ANALYSIS: Russia's case beyond commodities

PA ANALYSIS: Russia's case beyond commodities

Russia is regaining appeal for emerging market investors but are there reasons to invest beyond a commodities recovery?

Published : 17, Mar 2017
Sanlam: Go global but ignore the value trade

Sanlam: Go global but ignore the value trade

Investors shouldn't limit themselves to the UK or Europe but should avoid the lure of the value trade, said Sanlam Private Investments Pieter Fourie.

Published : 15, Mar 2017
Pictet: Avoid US equities

Pictet: Avoid US equities

The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management's London-based chief strategist, urge investors to be very cautious.

Published : 14, Mar 2017
TMI’s Herberts: ‘Right time’ to add active risk

TMI’s Herberts: ‘Right time’ to add active risk...

Thomas Miller Investment’s Andrew Herberts has reduced his exposure to passive funds, arguing that now is the right time for UK active managers to prove their worth.

Published : 10, Mar 2017
PA ANALYSIS: What future for life companies in asset management?

PA ANALYSIS: What future for life companies in...

Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?

Published : 9, Mar 2017
Economic resilience to ‘power' US equities to new highs – Kames

Economic resilience to ‘power' US equities to...

February's US business and consumer confidence surprised on the upside this week, leading Kames Capital’s multi-asset head to conclude US equities have farther to climb.

Published : 8, Mar 2017
‘Once in a generation opportunity’ for European banks – Burnett

‘Once in a generation opportunity’ for European...

With the "three killer headwinds" out of the way, European financials stand out as an attractive bet for courageous investors looking to adopt a value bias, said Neptune European Opportunities manager Rob Burnett.

Published : 7, Mar 2017
Equity income sector ‘is riskier than you think’ – Neptune’s Geffen

Equity income sector ‘is riskier than you think’...

UK equity income managers are corrupting what is supposed to be a “safe sector” by taking too much dividend risk and capital risk, according to Neptune's chief executive Robin Geffen.

Published : 7, Mar 2017
Liontrust: Darker times ahead for UK equity income darlings

Liontrust: Darker times ahead for UK equity income...

Predicting a backdrop of rising interest rates, inflation and bond yields, the managers of Liontrust Macro Equity Income are forgoing bond proxies and mega oil companies.

Published : 3, Mar 2017
PA ANALYSIS: Small cap funds - golden boys of European equities?

PA ANALYSIS: Small cap funds - golden boys of...

European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?

Published : 24, Feb 2017

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