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
Woodford says there are ‘bigger challenges than Brexit’

Woodford says there are ‘bigger challenges than...

Neil Woodford is gearing up to launch his third fund at a time when he sees “more opportunities than he has in a long time” for UK equities, but there are “bigger challenges than Brexit” to contend with.

Published : 23, Feb 2017
Neptune’s Unwin reveals ‘hidden fruit’ set to reap benefits of cloud tech

Neptune’s Unwin reveals ‘hidden fruit’ set to...

Microsoft is one of Neptune Investment Management’s ‘hidden fruits’ that looks set to be a big winner from a boom in ‘cloud’ technology, according to fund manager Alastair Unwin.

Published : 23, Feb 2017
Fund Selector: Japanese equities

Fund Selector: Japanese equities

Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?

Published : 22, Feb 2017
Expect an M&A surge this year – Blackrock’s Goldman

Expect an M&A surge this year – Blackrock’s Goldman...

A surge of M&A activity across UK companies will be a key theme in 2017 according to Blackrock UK equities manager David Goldman.

Published : 21, Feb 2017
Company earnings or Trump and China: what will drive GEM returns in 2017?

Company earnings or Trump and China: what will...

Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?

Published : 20, Feb 2017
Fund trends: Value or growth?

Fund trends: Value or growth?

The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.

Published : 17, Feb 2017

Sponsored Content

PA ANALYSIS: The battle for financial services as Brexit gets real
PA ANALYSIS: The battle...

Remembered as England’s “largest and bloodiest” encounter,...

Five funds to hold alongside Woodford
Five funds to hold alongside...

Unless you’ve been living on Mars for the past couple...

Woodford’s flagship fund finds footing; smashes £10bn mark
Woodford’s flagship fund...

Neil Woodford’s flagship fund found its footing in...

Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar downgrades...

Morningstar analysts demoted Jupiter’s UK Growth fund,...

Inflation reaches 2.3% - highest level since 2013
Inflation reaches 2.3%...

February saw UK headline CPI rise to 2.3% - its highest...

OTHER STORIES FROM LAST WORD...