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
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
Mifid II: What you need to know
Mifid II: What you need...

The new Mifid II regulation casts a wide net in terms...

Three alternative calculations that will make your eyes water
Three alternative calculations...

In this industry, we are spoon-fed statistics every...

Lloyds, L&G and Aviva get Woodford seal of approval
Lloyds, L&G and Aviva...

Legal and General, Lloyds Banking Group and Aviva are...

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