Lincoln PIO upping cash while touting EM

Lincoln PIO upping cash while touting EM

Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.

Published : 8, Aug 2017
Pictet AM: Beware as equity rally and growth lose steam

Pictet AM: Beware as equity rally and growth lose...

Investors should be wary of increasing risks as the equity rally and global growth looks set to falter according to Pictet Asset Management’s Chief Strategist Luca Paolini.

Published : 7, Aug 2017

Seven 'sinful' stocks to avoid

With the FTSE 100 on an almost continual rise, which are the ‘red flag’ stocks that investors should watch out for? Investment bank Liberum lists the seven ‘sinful’ stocks in the top 100 they would “prudently seek to avoid”.

Published : 2, Aug 2017
Will BAT go up in smoke after SFO probe?

Will BAT go up in smoke after SFO probe?

Investors say the Serious Fraud Office’s (SFO) formal investigation into suspected corruption at British American Tobacco (BAT) is a grim reminder of the “lengths dying industries are willing to go” to stay profitable.

Published : 1, Aug 2017
Woodford defends plummeting AstraZeneca stock

Woodford defends plummeting AstraZeneca stock

Star fund manager Neil Woodford has defended his significant holding of pharma giant AstraZeneca after weak half-year results sent the stock price tumbling on Thursday morning.

Published : 28, Jul 2017
Investec’s Hutchins backs Woodford's recent reject BAT

Investec’s Hutchins backs Woodford's recent reject...

Investec Asset Management’s UK Equity Income manager Blake Hutchins has hailed British American Tobacco, recently ditched by Neil Woodford, as “the best global tobacco business”.

Published : 21, Jul 2017
Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.

Published : 21, Jul 2017
Growth funds dominate top-performing European equity league

Growth funds dominate top-performing European...

With the summer holiday fast approaching, it’s a good time to reflect. We look at which European equity funds have done best so far this year and why.

Published : 20, Jul 2017
Woodford gobbles up shares in consumer credit firm

Woodford gobbles up shares in consumer credit...

Neil Woodford is now the third largest shareholder in home collected credit company Morses Club, at a time when the Financial Conduct Authority has sub-prime loan firms under a microscope.

Published : 20, Jul 2017
Smith & Williamson unveils Artificial Intelligence equity fund

Smith & Williamson unveils Artificial Intelligence...

London-based investment boutique Smith & Williamson has launched a new Ucits-compliant global thematic fund which will invest in stocks set to gain from developments in Artificial Intelligence.

Published : 19, Jul 2017
Impatient ISA investors target Woodford, Train and Smith funds

Impatient ISA investors target Woodford, Train...

Cash ISA investors are ‘taking matters into their own hands’ and putting their money into vehicles from Neil Woodford, Nick Train and Terry Smith, data from Hargreaves Lansdown reveals.

Published : 18, Jul 2017

Is 2017 really the year of the active manager?...

Within the fund industry, 2017 has been widely heralded as ‘a year for active managers’. This has been underpinned by a strong belief markets would once again focus on fundamentals, after a number of years when central bank policy and geopolitical concerns were driving asset prices. Portfolio Adviser looks at the performance of active managers across asset classes to see whether they have lived up to the promise.

Published : 18, Jul 2017
European Wealth slashes UK exposure; continues EM push

European Wealth slashes UK exposure; continues...

Though European Wealth’s Richard Stammers refuses to bet on whether the UK economy will survive Brexit, fear of the unknown has convinced him to cut his UK equity exposure to neutral.

Published : 14, Jul 2017
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
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
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
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
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
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
PA ANALYSIS: Is it time to clear out the clutter of small funds?
PA ANALYSIS: Is it time...

Small and expensive, are funds that have failed to...

PA ANALYSIS: Buyer beware best buy 'affiliated' funds?
PA ANALYSIS: Buyer beware...

Is there a potential conflict of interest arising from...

PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
PA ANALYSIS: Will Kames...

Liontrust’s capture of Kames Capital’s prized fixed...

OTHER STORIES FROM LAST WORD...