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.
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.
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.
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.
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.
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.
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.
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.
Neil Woodford's Patient Capital Trust bounced back in its half year results following a bumpy two years of performance since its launch.
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.
For the majority of active or discretionary managers, adopting a “loser’s game” strategy will in general lead to above average returns for clients.
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”.
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.
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.
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.
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.
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.
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.