Psigma targets contrarian plays and HY in time of ‘Trumponomics’

Psigma targets contrarian plays and HY in time...

Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’

Published : 17, Jan 2017

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

With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.

Published : 13, Jan 2017
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
Bond market may survive rising rates – RSMR’s Rayner

Bond market may survive rising rates – RSMR’s...

Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.

Published : 13, Jan 2017
BMO GAM’s Burdett ‘agnostic’ on active vs passive battle

BMO GAM’s Burdett ‘agnostic’ on active vs passive...

When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”

Published : 12, Jan 2017
Woodford says last year ‘tested his resolve’

Woodford says last year ‘tested his resolve’

Neil Woodford has said the performance of his funds in 2016 has ‘tested his resolve.’

Published : 12, Jan 2017
More volatility looms for bonds and equities – SYZ AM

More volatility looms for bonds and equities –...

SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.

Published : 11, Jan 2017
Whitechurch makes US small cap move

Whitechurch makes US small cap move

Whitechurch Securities has opted to move into US small cap equities for the first time since before the 2008 financial crash amid an increasingly positive economic outlook and booming business confidence.

Published : 11, Jan 2017
Money managers unconcerned by sterling slip

Money managers unconcerned by sterling slip

Prime Minister Theresa May’s latest remarks on the UK’s single market access prompted a selloff in the pound on Monday, marking a ten-week low against the dollar.

Published : 9, Jan 2017

The seven key asset allocation questions this...

Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.

Published : 9, Jan 2017
Value funds poised to weather future sea changes

Value funds poised to weather future sea changes...

Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.

Published : 6, Jan 2017
Risks abound in housing stocks despite strong Persimmon update – LGIM’s Penny

Risks abound in housing stocks despite strong...

Persimmon’s trading update on Thursday may have buoyed housebuilder’s share prices, but listed builders are not out of the woods yet, according to Legal & General Investment Management’s Richard Penny.

Published : 5, Jan 2017
Income investors need to look abroad in 2017 – Kames

Income investors need to look abroad in 2017 –...

United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.

Published : 5, Jan 2017
Rowan Dartington calls for cash overweight

Rowan Dartington calls for cash overweight

To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.

Published : 4, Jan 2017
Amundi’s Mortier warns on US equities

Amundi’s Mortier warns on US equities

US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group's Paris-based deputy chief investment officer and global head of multi-asset.

Published : 4, Jan 2017
Bullish outlook for EM debt

Bullish outlook for EM debt

Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.

Published : 3, Jan 2017
Trustee MPI Q3 2016: Election reflection

Trustee MPI Q3 2016: Election reflection

The third quarter proved a dramatic one, with the fallout from the UK referendum and the subsequent uncertainty around the US election. Private client managers have much to ponder going into next year, writes Lee Carpenter, an investment analyst at Enhance.

Published : 22, Dec 2016
Nikko AM bullish on global equities for 2017

Nikko AM bullish on global equities for 2017

Nikko Asset Management’s global investment committee has upgraded its view on global equities to overweight, and it is also bullish on the dollar.

Published : 22, Dec 2016
US equities 'great again' for Europe’s fund buyers

US equities 'great again' for Europe’s fund buyers...

US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.

Published : 22, Dec 2016
Politically charged eurozone offers high yield and equities bargains – Brooks Macdonald

Politically charged eurozone offers high yield...

Although a shadow of political risk hovers over Europe, those keen to invest in the region can take advantage of some resilient high yield bonds and relatively cheap stocks, according to Brooks Macdonald head of research Richard Larner.

Published : 21, Dec 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...