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
Brazilian shares nosedive and market suspended amid bribery scandal

Brazilian shares nosedive and market suspended...

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.

Published : 19, May 2017
EdenTree's Hepworth 'going against the herd' on value

EdenTree's Hepworth 'going against the herd' on...

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.

Published : 15, May 2017
Artemis: 'Frexit' risk overstated

Artemis: 'Frexit' risk overstated

Contrary to media headlines, Europe is not nearly so politically or economically dysfunctional as people might believe, Artemis argues.

Published : 3, May 2017
India and China trusts best performers in first quarter

India and China trusts best performers in first...

Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.

Published : 28, Apr 2017
Pharma giant AstraZeneca slides on lacklustre results

Pharma giant AstraZeneca slides on lacklustre...

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.

Published : 27, Apr 2017

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