AJ Bell: Brexit uncertainty and living wage behind weak pay

AJ Bell: Brexit uncertainty and living wage behind...

Brexit uncertainty, the introduction of the national living wage and public sector pay freezes are among the confluence of factors stunting UK wage growth, according to AJ Bell investment director Russ Mould.

Published : 16, Aug 2017
Hermes' Lundie: High yield investors in for a nasty surprise

Hermes' Lundie: High yield investors in for a...

The benign conditions that prompted investors to overlook investment grade fixed income in favour of high yield could soon come to an end according to Hermes’ credit specialist, Fraser Lundie.

Published : 16, Aug 2017

Rathbones: Could today's India outshine yesterday's...

Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region's growth prospects could be even greater based on five key indicators.

Published : 14, Aug 2017
Invesco Perpetual's Butcher on navigating political turmoil in Europe

Invesco Perpetual's Butcher on navigating political...

Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.

Published : 11, Aug 2017
Chatfeild-Roberts: Fed might not be able to cope with tightening

Chatfeild-Roberts: Fed might not be able to cope...

John Chatfeild-Roberts, head of Jupiter’s multi-manager Merlin range, has doubts over whether the Federal Reserve can successfully pull off its tightening regime.

Published : 9, Aug 2017
Lincoln PIO upping cash while touting EM

Lincoln PIO upping cash while touting EM

Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.

Published : 8, Aug 2017
Pictet AM: Beware as equity rally and growth lose steam

Pictet AM: Beware as equity rally and growth lose...

Investors should be wary of increasing risks as the equity rally and global growth looks set to falter according to Pictet Asset Management’s Chief Strategist Luca Paolini.

Published : 7, Aug 2017
Global Bond ETF inflows surge by 40% in Q2

Global Bond ETF inflows surge by 40% in Q2

The global bond ETF industry garnered almost twice the amount of capital from investors in the second quarter of 2017 as it did the year prior, thanks to sustained demand for EM debt passive products.

Published : 7, Aug 2017
Tilney’s Hollands: Shunning UK equities ‘unwarranted’

Tilney’s Hollands: Shunning UK equities ‘unwarranted’...

UK retail investors are continuing to pull out of UK equity funds at an alarming rate, but Tilney Group managing director Jason Hollands argues the asset class is getting a bad rap.

Published : 4, Aug 2017
Woodford's Patient Capital Trust posts positive results

Woodford's Patient Capital Trust posts positive...

Neil Woodford's Patient Capital Trust bounced back in its half year results following a bumpy two years of performance since its launch. 

Published : 4, Aug 2017
Exodus from UK equities continues in June

Exodus from UK equities continues in June

Investors continued to flee from UK equities in June, with £1.1bn flowing out of the UK All Companies, UK Equity Income and UK Smaller Companies sectors, according to latest Investment Association (IA) statistics.

Published : 4, Aug 2017
Managers playing the ‘loser’s game’ more likely to outperform

Managers playing the ‘loser’s game’ more likely...

For the majority of active or discretionary managers, adopting a “loser’s game” strategy will in general lead to above average returns for clients.

Published : 3, Aug 2017

Seven 'sinful' stocks to avoid

With the FTSE 100 on an almost continual rise, which are the ‘red flag’ stocks that investors should watch out for? Investment bank Liberum lists the seven ‘sinful’ stocks in the top 100 they would “prudently seek to avoid”.

Published : 2, Aug 2017
Will BAT go up in smoke after SFO probe?

Will BAT go up in smoke after SFO probe?

Investors say the Serious Fraud Office’s (SFO) formal investigation into suspected corruption at British American Tobacco (BAT) is a grim reminder of the “lengths dying industries are willing to go” to stay profitable.

Published : 1, Aug 2017
Heartwood IM: US dollar will buck up

Heartwood IM: US dollar will buck up

A “confluence of factors” has created the perfect storm to keep the dollar down, but Heartwood Investment Management’s Graham Bishop thinks it won’t be long before the greenback bucks the trend.

Published : 31, Jul 2017

What investors really think: June's top selling...

Fund sales in the global and corporate bond sector soared in June, suggesting a move to diversification and safety according to data from FundsNetwork. We list the best-selling sectors of the month here.

Published : 31, Jul 2017
Miton’s Rayner: Diversification isn't dead

Miton’s Rayner: Diversification isn't dead

Miton Group's Anthony Rayner is hedging against an uncertain growth outlook by upping his exposure to atypical diversifiers, investing in uncorrelated equity themes and quality, short-dated corporate bonds.

Published : 28, Jul 2017
Woodford defends plummeting AstraZeneca stock

Woodford defends plummeting AstraZeneca stock

Star fund manager Neil Woodford has defended his significant holding of pharma giant AstraZeneca after weak half-year results sent the stock price tumbling on Thursday morning.

Published : 28, Jul 2017
Three credit funds to hold through the dark days ahead

Three credit funds to hold through the dark days...

Central banks have upped the rhetoric in recent weeks, with all but the Bank of Japan hinting at rising rates and/or winding in quantitative easing. It seems a strange time to be talking this way – just as the hard economic data looks to be in danger of peaking.

Published : 26, Jul 2017
Multi-asset popularity rises as IFAs ditch model portfolios

Multi-asset popularity rises as IFAs ditch model...

More IFAs are steering their clients toward multi-asset funds this year and pulling away from model portfolios, a new Aegon UK study finds.

Published : 25, Jul 2017
PA ANALYSIS: Is it time to clear out the clutter of small funds?
PA ANALYSIS: Is it time...

Small and expensive, are funds that have failed to...

PA ANALYSIS: Buyer beware best buy 'affiliated' funds?
PA ANALYSIS: Buyer beware...

Is there a potential conflict of interest arising from...

PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
PA ANALYSIS: Will Kames...

Liontrust’s capture of Kames Capital’s prized fixed...

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