UK equity fund managers tell us where they are finding value, despite the FTSE's recent heights.
Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.
While investors aren't finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
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.
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.
SW Mitchell has countered Neil Woodford's recent bullish position on housebuilders, demonstrating a U-turn on the sector.
The Brazilian share index has fallen by 9% in a day after the nation’s president became embroiled in a bribery scandal, in its worst fall since 2008.
The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s CIO Robin Hepworth argues the value trade is for the long-haul.
Contrary to media headlines, Europe is not nearly so politically or economically dysfunctional as people might believe, Artemis argues.
Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.
AstraZeneca shares were trading slightly lower this morning after the firm reported a 12% fall in revenues thanks to a decline in sales of a flagship cholesterol treatment.
Shares of Lloyds Banking Group have rallied after the group beat expectations in its first-quarter results.
Top-performing emerging market fund manager Gary Greenberg is banking on a “return to normality” in developing markets.
The UK equity market pumped out 9.5% more dividends in the first quarter than the previous year as sterling’s weakness continued to magnify the payouts.
The FTSE 100 index suffered its worst fall since the aftermath of Brexit yesterday, after Prime Minister Theresa May called a snap general election.
There are hidden, small-cap gems worth digging for in Europe, Japan and even the UK, according to Investment Quorum CIO Peter Lowman.
Smith & Williamson's Tineke Frikkee believes the extreme rotation in equity markets post-Trump that has favoured aggressive value stocks is showing signs of petering out.
The S&P Indices versus active funds (SPIVA) Scorecard revealed that the amount of actively managed UK equity funds that failed to beat the benchmark quadrupled from 22.2% to 87.22% between 2015 and 2016.
Manager of the Jupiter Asian Income fund Jason Pidcock predicts 2017 will be the last year Chinese growth exceeds 6% as the countdown to its property bubble bursting begins.
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