Investec’s Hutchins backs Woodford's recent reject BAT

Investec’s Hutchins backs Woodford's recent reject...

Investec Asset Management’s UK Equity Income manager Blake Hutchins has hailed British American Tobacco, recently ditched by Neil Woodford, as “the best global tobacco business”.

Published : 21, Jul 2017
Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

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.

Published : 21, Jul 2017
Growth funds dominate top-performing European equity league

Growth funds dominate top-performing European...

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.

Published : 20, Jul 2017
Woodford gobbles up shares in consumer credit firm

Woodford gobbles up shares in consumer credit...

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.

Published : 20, Jul 2017
Smith & Williamson unveils Artificial Intelligence equity fund

Smith & Williamson unveils Artificial Intelligence...

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.

Published : 19, Jul 2017
Coutts finds opportunities in ‘undervalued’ sterling

Coutts finds opportunities in ‘undervalued’ sterling...

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.

Published : 19, Jul 2017
Impatient ISA investors target Woodford, Train and Smith funds

Impatient ISA investors target Woodford, Train...

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.

Published : 18, Jul 2017
Tilney: European consumer will prevent recession as fiscal policy flounders

Tilney: European consumer will prevent recession...

Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.

Published : 18, Jul 2017

Is 2017 really the year of the active manager?...

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.

Published : 18, Jul 2017
UK investors back SMEs post-Brexit but have ‘no faith’ in PM

UK investors back SMEs post-Brexit but have ‘no...

Most UK investors fear Theresa May’s divided government could squander the growth opportunities for small businesses, a survey has found.

Published : 14, Jul 2017
Lombard Odier's Monier on taking a bolder approach to risk

Lombard Odier's Monier on taking a bolder approach...

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.

Published : 14, Jul 2017
European Wealth slashes UK exposure; continues EM push

European Wealth slashes UK exposure; continues...

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.

Published : 14, Jul 2017
Godber and Hamilton: How Polar Capital’s power duo find value

Godber and Hamilton: How Polar Capital’s power...

Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.

Published : 7, Jul 2017
Harris: Bonds set to be 'losers'

Harris: Bonds set to be 'losers'

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.

Published : 6, Jul 2017
Investment trust discounts fall in second quarter

Investment trust discounts fall in second quarter...

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.

Published : 5, Jul 2017
WM profile: Michel Perera, Canaccord Genuity Wealth Management

WM profile: Michel Perera, Canaccord Genuity Wealth...

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.

Published : 28, Jun 2017
Policy and Brexit missteps threaten UK’s global business hub status

Policy and Brexit missteps threaten UK’s global...

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.

Published : 26, Jun 2017
Manulife’s Langridge: EM investors should fear repeat FANG sell-off

Manulife’s Langridge: EM investors should fear...

Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.

Published : 23, Jun 2017
Orbis Investments: Target the micro for solid investment returns

Orbis Investments: Target the micro for solid...

A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.

Published : 23, Jun 2017
Axa’s Thomas: ‘I had a cr*p year’

Axa’s Thomas: ‘I had a cr*p year’

Axa’s Nigel Thomas has admitted that 2016 was one of the worst years of his career in terms of his funds’ relative performance.

Published : 22, Jun 2017

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