Morningstar’s Kemp eyeing capital preservation

Morningstar’s Kemp eyeing capital preservation...

With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.

Published : 13, Jan 2017
November a month of two halves for fund sales

November a month of two halves for fund sales

November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.

Published : 2, Dec 2016
Morgan Stanley IM eyeing infrastructure boost

Morgan Stanley IM eyeing infrastructure boost

Details on the Trump pledge to spend up to $1trn on infrastructure are sketchy, but renewable energy, surprisingly, may benefit, said infrastructure portfolio manager Matthew King at Morgan Stanley Investment Management.

Published : 2, Dec 2016
Oil spikes after OPEC strikes first deal in 8 years

Oil spikes after OPEC strikes first deal in 8...

The price of Brent crude oil surged above $50 per barrel as rumours swirled that OPEC members had finally reached an agreement, which was later confirmed.

Published : 30, Nov 2016
Long-term oil price rally a pipe dream – WisdomTree

Long-term oil price rally a pipe dream – WisdomTree...

WisdomTree research analyst Nick Leung has cautioned investors against the widespread optimism on a sustained oil price rally, suggesting the long-term pain of lower prices could continue.

Published : 29, Nov 2016
US investors turn to gold as US election looms

US investors turn to gold as US election looms...

New US investors in gold increased by 81% over the month of October as the price of bullion fell to its lowest level since April at $1266 per ounce.

Published : 1, Nov 2016

The case for investing in fine wine and classic...

With investors facing increasingly poor returns from traditional investments, the case for putting your money in alternative investments such as wine, classic cars, stamps and whisky is getting stronger, says Adam Benskin, executive director at international IFA firm Strabens Hall.

Published : 27, Oct 2016
Recovering oil price to boost risk assets - BlackRock

Recovering oil price to boost risk assets - BlackRock...

Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.

Published : 11, Oct 2016
European REITs will become ‘main beneficiary’ of negative rates - Baring

European REITs will become ‘main beneficiary’...

In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.

Published : 28, Sep 2016
Trump or Clinton led infrastructure boom could be a win for investors

Trump or Clinton led infrastructure boom could...

Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.

Published : 21, Sep 2016
Jupiter hones alternatives focus with new hire

Jupiter hones alternatives focus with new hire...

Jupiter has ratcheted up its focus on the alternative investment space with the hire of Magnus Spence to the new role of head of investments, alternatives.

Published : 26, Jul 2016
How to sift absolute return wheat from the chaff

How to sift absolute return wheat from the chaff...

It has proved another difficult year for absolute return, but as the universe expands it has become harder to sift the failing funds from those delivering diversification.

Published : 22, Jul 2016
Property crisis like ‘09 not on the horizon - Orchard Street IM

Property crisis like ‘09 not on the horizon -...

Differences in debt and development are the primary indicators that the UK property crisis of ’09 is not going to repeat itself, said Philip Gadsden of Orchard Street Investment Management.

Published : 20, Jul 2016
Esma gives AIF passport opinion for 12 non-EU jurisdictions

Esma gives AIF passport opinion for 12 non-EU...

The European Securities and Markets Authority has published its advice on 12 jurisdictions seeking passporting rights for alternative investment funds (AIFs) giving seven a clear go-ahead with five others getting a qualified approval.

Published : 19, Jul 2016
Fund pickers hinted at property fund troubles last year

Fund pickers hinted at property fund troubles...

The recent gating of the biggest UK property funds had been on the cards since as early as September last year according to research by Last Word.

Published : 13, Jul 2016
PA Video Insight: Seeing inefficiency, volatility and risk as opportunities

PA Video Insight: Seeing inefficiency, volatility...

True alpha is not generated from single trades, argues Pioneer’s Adam Macnulty, but is the result of a carefully built portfolio of multiple, independent strategies.

Published : 12, Jul 2016
PA Congress Insight: ‘Scotland was made for shorting’: Kames Capital’s Goddin

PA Congress Insight: ‘Scotland was made for shorting’:...

Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.

Published : 8, Jul 2016
PA Video Insight: Stocks and bonds for those concerned about stocks and bonds

PA Video Insight: Stocks and bonds for those concerned...

Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.

Published : 7, Jul 2016
Property securities funds should not be discarded - European Wealth

Property securities funds should not be discarded...

Property funds seem overnight to have become the least popular asset class at the dance, but many investors have been sneaking out early for some time and not all of them have gone straight home.

Published : 6, Jul 2016
US REITs and niche real estate assets are Brexit buying opportunities - Cohen & Steers

US REITs and niche real estate assets are Brexit...

Rogier Quirijns, European Real Estate Securities portfolio manager at Cohen & Steers, argues Brexit could provide some attractive buying opportunities in the UK, particularly in the self-storage, logistics, healthcare and student housing arenas.

Published : 28, Jun 2016
Brewin takeover to result in axing of Duncan Lawrie research team
Brewin takeover to result...

The Duncan Lawrie Asset Management research team is...

Bulls vs Bears: Which side to take on UK stocks?
Bulls vs Bears: Which...

With the FTSE at an all time high but Brexit uncertainties...

Brewin Dolphin hires Barclays Wealth man
Brewin Dolphin hires...

Godfrey Cromwell, a former Barclays Wealth banker,...

May reveals Brexit plan as inflation jumps and Carney hints at rate rise   
May reveals Brexit plan...

Inflation in the United Kingdom economy climbed to...

PA ANALYSIS: Don’t forsake liquid alts just yet
PA ANALYSIS: Don’t forsake...

Finding well-priced defensive assets has been a key...

OTHER STORIES FROM LAST WORD...