Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.
Investors should be wary of increasing risks as the equity rally and global growth looks set to falter according to Pictet Asset Management’s Chief Strategist Luca Paolini.
With the FTSE 100 on an almost continual rise, which are the ‘red flag’ stocks that investors should watch out for? Investment bank Liberum lists the seven ‘sinful’ stocks in the top 100 they would “prudently seek to avoid”.
Investors say the Serious Fraud Office’s (SFO) formal investigation into suspected corruption at British American Tobacco (BAT) is a grim reminder of the “lengths dying industries are willing to go” to stay profitable.
Star fund manager Neil Woodford has defended his significant holding of pharma giant AstraZeneca after weak half-year results sent the stock price tumbling on Thursday morning.
Investec Asset Management’s UK Equity Income manager Blake Hutchins has hailed British American Tobacco, recently ditched by Neil Woodford, as “the best global tobacco business”.
Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.
With the summer holiday fast approaching, it’s a good time to reflect. We look at which European equity funds have done best so far this year and why.
Neil Woodford is now the third largest shareholder in home collected credit company Morses Club, at a time when the Financial Conduct Authority has sub-prime loan firms under a microscope.
London-based investment boutique Smith & Williamson has launched a new Ucits-compliant global thematic fund which will invest in stocks set to gain from developments in Artificial Intelligence.
Cash ISA investors are ‘taking matters into their own hands’ and putting their money into vehicles from Neil Woodford, Nick Train and Terry Smith, data from Hargreaves Lansdown reveals.
Within the fund industry, 2017 has been widely heralded as ‘a year for active managers’. This has been underpinned by a strong belief markets would once again focus on fundamentals, after a number of years when central bank policy and geopolitical concerns were driving asset prices. Portfolio Adviser looks at the performance of active managers across asset classes to see whether they have lived up to the promise.
Though European Wealth’s Richard Stammers refuses to bet on whether the UK economy will survive Brexit, fear of the unknown has convinced him to cut his UK equity exposure to neutral.
Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.
UK equity fund managers tell us where they are finding value, despite the FTSE's recent heights.
Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.
While investors aren't finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
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.
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.