• Home
  • Investment Strategy
Are financials still a contrarian bet?

Are financials still a contrarian bet?

As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?

Published : 21, Nov 2016
PA Podcast: Bond capitulation and the case for UK equities

PA Podcast: Bond capitulation and the case for...

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.

Published : 18, Nov 2016
PA ANALYSIS: Absolute return disappointment leaves cautious investors in a fix

PA ANALYSIS: Absolute return disappointment leaves...

Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.

Published : 16, Nov 2016
Active currency decisions a must in current environment - Natixis

Active currency decisions a must in current environment...

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.

Published : 16, Nov 2016
The Brexit debate: What exactly do we know?

The Brexit debate: What exactly do we know?

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.

Published : 3, Nov 2016
Currencies: Swings and roundabouts

Currencies: Swings and roundabouts

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

Published : 5, Aug 2016
Rethinking the price of certainty in fixed income- PIMCO

Rethinking the price of certainty in fixed income-...

Traditional asset allocation models tend to use the language of fixed income when comparing equities and bonds, with measures of yield the focus.

Published : 5, Aug 2016
StanChart: Equities the key theme for H2

StanChart: Equities the key theme for H2

Portfolios should still have a significant allocation to equities, Standard Chartered Bank’s Wealth Management Advisory Group said.

Published : 4, Jul 2016
European investors wait for Brexit-storm to calm down

European investors wait for Brexit-storm to calm...

European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.

Published : 27, Jun 2016
Asset Allocators: Harwood's Philbin and Mayo

Asset Allocators: Harwood's Philbin and Mayo

Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.

Published : 17, Jun 2016
Trustee MPI high-risk portfolios: Emerging markets are finding favour

Trustee MPI high-risk portfolios: Emerging markets...

Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.

Published : 8, Jun 2016
Trustee MPI medium-risk portfolios: Investors go on the defensive

Trustee MPI medium-risk portfolios: Investors...

After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.

Published : 8, Jun 2016
Trustee MPI low-risk portfolios: Searching for safety

Trustee MPI low-risk portfolios: Searching for...

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.

Published : 8, Jun 2016
Trustee MPI: A cautionary tale

Trustee MPI: A cautionary tale

Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.

Published : 8, Jun 2016
Portfolio diversification benefits stop at 40 stocks

Portfolio diversification benefits stop at 40...

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.

Published : 19, May 2016
Rigid focus on cost a false economy in active/passive debate

Rigid focus on cost a false economy in active/passive...

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.

Published : 18, May 2016
Parmenion takes risk off the board

Parmenion takes risk off the board

Parmenion has decided to take risk off the table within its range of risk graded portfolios.

Published : 17, May 2016
The complex art of portfolio shaping

The complex art of portfolio shaping

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.

Published : 16, May 2016
UK equity income: By any means necessary

UK equity income: By any means necessary

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

Published : 10, May 2016

Sponsored Content

PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
PA ANALYSIS: Is Barclays’...

Barclays’ announcement on Monday that it has launched...

PA ANALYSIS: EM argument growing despite Trump slump
PA ANALYSIS: EM argument...

One of the losers so far, from the election of Donald...

Hargreaves Lansdown hails its ‘biggest fund launch ever’
Hargreaves Lansdown hails...

The HL Select UK Shares Fund launch today has been...

PA ANALYSIS: Will the Fed turn its back on the world next year?
PA ANALYSIS: Will the...

With a December interest rate rise now close to certain,...

FTSE 100 falters as Ofcom orders BT split
FTSE 100 falters as Ofcom...

The index dipped by 0.53% to 6763 Tuesday morning as...

OTHER STORIES FROM LAST WORD...