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
PA ANALYSIS: Why has MSCI taken so long to embrace A-shares?

PA ANALYSIS: Why has MSCI taken so long to embrace...

MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.

Published : 21, Jun 2017
UK equities – where is the next big opportunity?

UK equities – where is the next big opportunity?...

UK equity fund managers tell us where they are finding value, despite the FTSE's recent heights.

Published : 16, Jun 2017
Smith, Yarrow and Findlay on Chatfeild-Roberts ‘select’ list

Smith, Yarrow and Findlay on Chatfeild-Roberts...

There are few true stars in the active management industry, according to Jupiter Merlin’s John Chatfeild-Roberts, but the multi-manager head thinks Terry Smith, Hugh Yarrow and James Findlay make the grade.

Published : 16, Jun 2017
Nasdaq correction: warning shot or the start of a bubble bursting?

Nasdaq correction: warning shot or the start of...

While all eyes were on the FTSE All Share and how it would react to a hung parliament last Friday, something a little more dramatic was occurring the other side of the pond and, for once, it wasn't Trump-related.

Published : 14, Jun 2017
Momentum cuts risk, beefs up sovereign bonds

Momentum cuts risk, beefs up sovereign bonds

Momentum Global IM’s head of portfolio management James Klempster is cutting risk and picking up government bonds in his portfolios.

Published : 13, Jun 2017
Hermes: Investors too complacent about market fragility

Hermes: Investors too complacent about market...

Hermes Investment Management CIO Eoin Murray believes investors are underestimating markets’ fragility at a time when political uncertainty runs high.

Published : 13, Jun 2017
Tilney: European valuation advantage has ‘dissipated’

Tilney: European valuation advantage has ‘dissipated’...

Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.

Published : 12, Jun 2017
Fidelity China Special Sits hails market-beating gains post-Anthony Bolton

Fidelity China Special Sits hails market-beating...

Fidelity’s high-profile China Special Situations investment trust has pointed to market-beating returns since its star manager Anthony Bolton retired.

Published : 12, Jun 2017
Woodford and Buxton lead calls for UK optimism

Woodford and Buxton lead calls for UK optimism...

In a sea of naysayers on the UK economy, heavyweight investors Neil Woodford and Richard Buxton argue the domestic outlook is looking up.

Published : 9, Jun 2017
Investors see value in FTSE 250 after election surprise

Investors see value in FTSE 250 after election...

While investors aren't finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.

Published : 9, Jun 2017
ESG investors hit out at Trump’s Paris Agreement renege

ESG investors hit out at Trump’s Paris Agreement...

Investors have said that president Trump's decision to turn his back on the Paris Climate Agreement ignores the economic benefits that renewable energy brings.

Published : 8, Jun 2017
Absolute return funds: The bigger they are, the harder they fall

Absolute return funds: The bigger they are, the...

Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.

Published : 8, Jun 2017
UBS: Labour win will not cause pound to plunge

UBS: Labour win will not cause pound to plunge...

A Labour victory in this week's general election will not trigger a dramatic sell-off of the pound, according to UBS Wealth Management.

Published : 7, Jun 2017
Cerno sizes up India and Japan small caps

Cerno sizes up India and Japan small caps

Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump's inaction.

Published : 5, Jun 2017
IP’s Shiao backs consumer staples, talks Chinese debt

IP’s Shiao backs consumer staples, talks Chinese...

Invesco Perpetual’s Asia ex Japan CIO Mike Shiao is backing consumer staples on confidence in the Chinese government’s ability to slacken the pace of its growing debt to GDP ratio.

Published : 1, Jun 2017
Europe managers urge investors to look beyond electoral cycle

Europe managers urge investors to look beyond...

Europe equity managers have urged investors to look beyond the current political cycle, and take a more long-term approach when putting more money to work on the continent.

Published : 1, Jun 2017
SW Mitchell challenges Woodford on builders' value

SW Mitchell challenges Woodford on builders' value...

SW Mitchell has countered Neil Woodford's recent bullish position on housebuilders, demonstrating a U-turn on the sector.

Published : 30, May 2017

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