Smith & Williamson: move away from sterling bonds

Smith & Williamson: move away from sterling bonds...

Smith & Williamson is urging investors to look beyond sterling corporate bonds as global yield curves continue to diverge.

Published : 23, Mar 2017
Fund Manager Profile: Andrew Swan, BlackRock

Fund Manager Profile: Andrew Swan, BlackRock

BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.

Published : 22, Mar 2017
Financials hit in US equities slump

Financials hit in US equities slump

US stocks suffered their biggest fall in five months with the S&P 500 index dropping 1.2% to 2,344 as the Dow Jones Industrial Average also fell 240 points.

Published : 22, Mar 2017
Kleinwort Hambros: Time to give government bonds another chance

Kleinwort Hambros: Time to give government bonds...

Kleinwort Hambros chief investment officer Mouhammed Choukeir is rethinking his position on government bonds, arguing that the diversification benefits are more obvious now than they were years ago.

Published : 20, Mar 2017
Woodford’s flagship fund finds footing; smashes £10bn mark

Woodford’s flagship fund finds footing; smashes...

Neil Woodford’s flagship fund found its footing in February and broke the £10bn barrier as the reflation trade began to lose its shine.

Published : 20, Mar 2017
PA ANALYSIS: Russia's case beyond commodities

PA ANALYSIS: Russia's case beyond commodities

Russia is regaining appeal for emerging market investors but are there reasons to invest beyond a commodities recovery?

Published : 17, Mar 2017
Too late for actives as passive 'genie' escapes bottle for good

Too late for actives as passive 'genie' escapes...

Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.

Published : 17, Mar 2017
Wealth Manager Profile: WH Ireland's Roderick Buchanan

Wealth Manager Profile: WH Ireland's Roderick...

WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.

Published : 16, Mar 2017
Cash from chaos: How to put your money to work

Cash from chaos: How to put your money to work...

Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser's Guernsey roundtable discussed the issues.

Published : 16, Mar 2017
Sanlam: Go global but ignore the value trade

Sanlam: Go global but ignore the value trade

Investors shouldn't limit themselves to the UK or Europe but should avoid the lure of the value trade, said Sanlam Private Investments Pieter Fourie.

Published : 15, Mar 2017
Hodges: Dump TIPS, prepare for stagflation

Hodges: Dump TIPS, prepare for stagflation

Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.

Published : 14, Mar 2017
Funds for cautious income seekers

Funds for cautious income seekers

Yield is fast becoming the holy grail of the 21st century. Ten years ago, you could still sign up to a 12-month fixed term cash account and get a whopping 10% interest; today you are lucky if you get 1%.

Published : 14, Mar 2017
Pictet: Avoid US equities

Pictet: Avoid US equities

The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management's London-based chief strategist, urge investors to be very cautious.

Published : 14, Mar 2017
Forget the Vix – new ways to profit from volatility

Forget the Vix – new ways to profit from volatility...

Geopolitical uncertainty is on the rise but the Vix Index is at historic lows. Is there really still an investment case for trying to harness volatility?

Published : 13, Mar 2017
Heartwood: Income seekers dumping UK equity income for multi-asset

Heartwood: Income seekers dumping UK equity income...

New data compiled by Heartwood Investment Management found 39% of advisers have ditched single asset strategies for multi-asset funds in the hunt for income last year.

Published : 13, Mar 2017
TMI’s Herberts: ‘Right time’ to add active risk

TMI’s Herberts: ‘Right time’ to add active risk...

Thomas Miller Investment’s Andrew Herberts has reduced his exposure to passive funds, arguing that now is the right time for UK active managers to prove their worth.

Published : 10, Mar 2017
PA ANALYSIS: What future for life companies in asset management?

PA ANALYSIS: What future for life companies in...

Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?

Published : 9, Mar 2017
Economic resilience to ‘power' US equities to new highs – Kames

Economic resilience to ‘power' US equities to...

February's US business and consumer confidence surprised on the upside this week, leading Kames Capital’s multi-asset head to conclude US equities have farther to climb.

Published : 8, Mar 2017
Surprise 25% Qrops charge rocks UK pension transfer market

Surprise 25% Qrops charge rocks UK pension transfer...

The UK government’s shock decision to impose a 25% charge on transfers to foreign pension schemes announced in the Spring Budget could go as far as to "shut down" the Qrops market, according to industry observers.

Published : 8, Mar 2017
‘Once in a generation opportunity’ for European banks – Burnett

‘Once in a generation opportunity’ for European...

With the "three killer headwinds" out of the way, European financials stand out as an attractive bet for courageous investors looking to adopt a value bias, said Neptune European Opportunities manager Rob Burnett.

Published : 7, Mar 2017

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