All is not as stable as it appears in the energy industry, warns Ardevora manager Jeremy Lang, who believes the sector is "a slowly unfolding trap".
Divorce and the rise of female entrepreneurs has seen an increasing number of women seek financial advice from an industry still struggling to attract them into the workforce, research has found.
Nick Train has added Manchester United to his Finsbury Growth & Income Trust, his first new holding in two years.
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value - value for money, in other words.
Which funds did investors turn to during an uncharacteristically volatile August? Portfolio Adviser takes a look at Bestinvest's top sellers over the month.
Despite significantly outperforming developed markets for the past two years, discounts in the emerging market investment trust sector remain in double-digit territory, according to broker Stifel.
The summer has been a quiet one for markets (so far at least). Trading and volatility are low. Indeed, the VIX index recently recorded its longest ever run of nine days below 10.
The price of gold surged to its highest level so far this year in the wake of North Korea firing a missile over Northern Japan.
The unwinding of the Federal Reserve’s quantitative easing programme is very likely to see credit spreads widening with an impact on other assets well beyond US treasuries says Chris Iggo, chief investment officer fixed Income, Axa Investment Managers.
Hargreaves Lansdown’s says the number of funds on its Wealth 150 recommended fund list has fallen over time because there is only a limited pool of talented managers with a proven track record.
The Seneca Global Income and Growth Trust is set to scrap its exposure to US equities over fears returns in the rising market will soon begin to fall.
Although investors are behaving like the credit market is “rock solid” Axa Investment Managers’ Chris Iggo cautions they might be more fragile than they appear.
Aviva Investors has appointed Katie Brown and Chris Wilkinson as associate directors to its real estate team, arguing that the asset class is offering superior risk-adjusted returns.
Tcam’s Haig Bathgate is a self-professed "glass-half-empty Scot," with a tendency to look at the downside to get a true understanding of risk before investing, but he is also contrarian, sussing out corners of the market where others fear to tread.
With quality stocks seemingly 'priced for perfection', Investec Wealth's Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
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.
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.
Political talk has cast a shadow over biotech stock prices. And yet the sector has...