Five reasons not to fear government bonds

Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.

Published : 24, Feb 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
US tops newly-launched 'Political Stability Index'

US tops newly-launched 'Political Stability Index'...

Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.

Published : 23, Feb 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

Published : 23, Feb 2017
Trusts switching in droves to quarterly dividends

Trusts switching in droves to quarterly dividends...

Yield-hungry investors have had their demands met by an increasing number of investment companies paying out quarterly dividends, new research from the Association of Investment Companies has shown.

Published : 22, 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
Asset Allocator: SLI's Bambos Hambi

Asset Allocator: SLI's Bambos Hambi

Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.

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

Russell Investments' top five market-shaping themes...

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, 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
Tipping points close in tech, transport and energy sectors – Miton’s Jane

Tipping points close in tech, transport and energy...

New energy, transportation and the ‘internet of things’ are set to tip over into mainstream investment thinking and become key trends, according to Miton’s David Jane.

Published : 17, Feb 2017
Still value to be found in cyclicals – Fidelity’s Wright

Still value to be found in cyclicals – Fidelity’s...

Avoiding cyclical stocks in favour of defensive strategies is based on a “faulty analysis” of the market, according to Fidelity’s Alex Wright.

Published : 16, Feb 2017
Record equities highs raise fears a correction is looming

Record equities highs raise fears a correction...

World markets may have hit record highs on Thursday but some professional investors fear a correction in prices is waiting in the wings.

Published : 16, Feb 2017
Wealth Manager Profile: Stonehage Fleming's Graham Wainer

Wealth Manager Profile: Stonehage Fleming's Graham...

Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.

Published : 16, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017
‘Hidden tech’ could be key to equities returns - Hermes

‘Hidden tech’ could be key to equities returns...

It was announced on Thursday that Snap, owner of Snapchat, has been valued at $22.2bn ahead of its IPO next month, but could the secret to technology investments be in finding the ‘hidden’ technologies propping up the household names?

Published : 16, Feb 2017
SLI’s Hambi moves to neutral on Europe and takes UK underweight

SLI’s Hambi moves to neutral on Europe and takes...

Signs of an improving global growth environment have prompted Standard Life Investment MyFolio multi-manager head Bambos Hambi to re-evaluate his outlook on Europe and stick to his guns on the US and UK.

Published : 15, Feb 2017

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PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?
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