UK Gilts unmoved by £20bn fall in public borrowing

UK Gilts unmoved by £20bn fall in public borrowing...

UK gilts were unaffected by the latest public finance figures, despite the fact government borrowing fell to its lowest level in close to ten years.

Published : 25, 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
Standard Life Aberdeen powerhouse eyes US market for expansion

Standard Life Aberdeen powerhouse eyes US market...

A serious push into the US market is a key strategic target for the merged Standard Life and Aberdeen Asset Management group, according to Aberdeen’s global head of distribution.

Published : 24, Apr 2017
Buxton bullish on 'mid-cycle' rally; uneasy over sterling 'safety valve'

Buxton bullish on 'mid-cycle' rally; uneasy over...

Old Mutual Global Investors CEO Richard Buxton is less worried about politics in Europe, the US or the UK than he is about sterling being the UK's only safety valve post-monetary policy.

Published : 21, Apr 2017
Hermes finds correlation between ESG and credit spreads

Hermes finds correlation between ESG and credit...

New research from Hermes Investment Management shows a correlation between companies with high ESG scores and low credit default swap spreads.

Published : 19, 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
Kleinwort Hambros: Portfolio construction is 'form of alchemy'

Kleinwort Hambros: Portfolio construction is 'form...

A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.

Published : 18, Apr 2017
Commodity ETFs the winners in Q1

Commodity ETFs the winners in Q1

European investors are ramping up their exposure to the commodities sector in 2017 and increasingly turning to ETFs, said ETF provider Source.

Published : 18, Apr 2017
Nomura's Hodges: 'risk rally' still has legs

Nomura's Hodges: 'risk rally' still has legs

Nomura Asset Management's Dickie Hodges isn’t calling an end for the risk rally just yet, despite the recent government bond rally after president Trump's policy blunders.

Published : 13, Apr 2017
IEA: Global oil demand will shrivel further in 2017

IEA: Global oil demand will shrivel further in...

The International Energy Agency has forecast that global demand growth will weaken for a second consecutive year, as non-OPEC output continues to climb, putting the pressure on oil prices.

Published : 13, Apr 2017
The chief concern for UK equity income funds

The chief concern for UK equity income funds

After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.

Published : 13, Apr 2017
Quality bond ETF providers 'remain few and far between'

Quality bond ETF providers 'remain few and far...

There remain very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.

Published : 12, Apr 2017
'Spectre of inflation' puts pressure on UK retail

'Spectre of inflation' puts pressure on UK retail...

The UK retail sector's widening gap between food and non-food sales hints at future hardships as inflation weighs on consumers' disposable income.

Published : 11, 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
Are investors in Asia too reliant on China and India?

Are investors in Asia too reliant on China and...

While China and India are not the only countries in Asia changing their economic make-up, they are without doubt the largest - but is their influence on the rest of the region disproportionately large?

Published : 10, Apr 2017
Brooks Macdonald: No full recovery in UK investment

Brooks Macdonald: No full recovery in UK investment...

While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.

Published : 7, 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
Oil supply glut good news for investors

Oil supply glut good news for investors

WisdomTree research analyst Nick Leung predicts that oil prices will be stuck around $50 per barrel for the next five years, leaving investors to take advantage of low prices and hedge against volatility.

Published : 4, 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

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