European Wealth's Richard Stammers and Nigel Marsh discuss why they like UK equities and why the Trump-led bond rout may not be a bad thing.
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
Right now, which currency share class you choose is a much more material allocation decision than the call on the asset class itself, Natixis said on Wednesday.
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
Traditional asset allocation models tend to use the language of fixed income when comparing equities and bonds, with measures of yield the focus.
Portfolios should still have a significant allocation to equities, Standard Chartered Bank’s Wealth Management Advisory Group said.
European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.
Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.
Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.
After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.
The average low-risk portfolio increased by just 0.3% in value during Q1 2016, though this was still a stronger result than the medium and high-risk buckets.
Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
There is an overriding focus on cost rather than value at work within the financial services sector, says Jason Broomer, head of investment at Square Mile Investment Consulting and Research.
Parmenion has decided to take risk off the table within its range of risk graded portfolios.
Asset managers are dealing with an increasing amount of factors when they construct a portfolio, which raises the chances of error, according to Craig McGee, partner at Sherpa Funds Technology in Singapore.
Savvy investors can still achieve the yield they need despite dividend cuts to the FTSE All-Share that have brought UK equity income funds back into focus
Fidelity’s Nick Price on the latest developments in Emerging Markets.
Barclays’ announcement on Monday that it has launched...
One of the losers so far, from the election of Donald...
The HL Select UK Shares Fund launch today has been...
With a December interest rate rise now close to certain,...
The index dipped by 0.53% to 6763 Tuesday morning as...