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.
Coutts & Co is banking on the continued reflation trade in Europe and ignoring the sterling naysayers by highlighting the currency as an attractive value proposition.
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.
Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.
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.
Most UK investors fear Theresa May’s divided government could squander the growth opportunities for small businesses, a survey has found.
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
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.
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
At a time when retail investors are piling into fixed income, City Financial’s head of multi asset Mark Harris has warned the bond bull market is essentially over.
Uncertainty stemming from last month’s general election was not enough to stop discounts in the investment trust sector continuing to tighten, according to Winterflood Investment Trusts.
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
Political point scoring and a mishandled Brexit threaten to derail the UK’s upper hand as a globally competitive country, a status it has maintained despite heightened political uncertainty.
Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.
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