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.
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.
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.
When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”
Neil Woodford has said the performance of his funds in 2016 has ‘tested his resolve.’
SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.
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.
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.
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.
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.
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.
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.
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.
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.
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
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.
Nikko Asset Management’s global investment committee has upgraded its view on global equities to overweight, and it is also bullish on the dollar.
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.
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.
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