Policy and Brexit missteps threaten UK’s global business hub status

Policy and Brexit missteps threaten UK’s global...

Political point scoring and a mishandled Brexit threaten to derail the UK’s upper hand as a globally competitive country, a status it has maintained despite heightened political uncertainty.

Published : 26, Jun 2017
Axa’s Thomas: ‘I had a cr*p year’

Axa’s Thomas: ‘I had a cr*p year’

Axa’s Nigel Thomas has admitted that 2016 was one of the worst years of his career in terms of his funds’ relative performance.

Published : 22, Jun 2017
PA ANALYSIS: Why has MSCI taken so long to embrace A-shares?

PA ANALYSIS: Why has MSCI taken so long to embrace...

MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.

Published : 21, Jun 2017
Momentum cuts risk, beefs up sovereign bonds

Momentum cuts risk, beefs up sovereign bonds

Momentum Global IM’s head of portfolio management James Klempster is cutting risk and picking up government bonds in his portfolios.

Published : 13, Jun 2017
Hermes: Investors too complacent about market fragility

Hermes: Investors too complacent about market...

Hermes Investment Management CIO Eoin Murray believes investors are underestimating markets’ fragility at a time when political uncertainty runs high.

Published : 13, Jun 2017
Woodford and Buxton lead calls for UK optimism

Woodford and Buxton lead calls for UK optimism...

In a sea of naysayers on the UK economy, heavyweight investors Neil Woodford and Richard Buxton argue the domestic outlook is looking up.

Published : 9, Jun 2017
UBS: Labour win will not cause pound to plunge

UBS: Labour win will not cause pound to plunge...

A Labour victory in this week's general election will not trigger a dramatic sell-off of the pound, according to UBS Wealth Management.

Published : 7, Jun 2017
Europe managers urge investors to look beyond electoral cycle

Europe managers urge investors to look beyond...

Europe equity managers have urged investors to look beyond the current political cycle, and take a more long-term approach when putting more money to work on the continent.

Published : 1, Jun 2017
Guy Stephens: Markets have ingredients for stagflation cocktail

Guy Stephens: Markets have ingredients for stagflation...

Rowan Dartington technical investment director Guy Stephens said the US, UK and eurozone tick two of the three boxes that point to a stagflationary resurgence.

Published : 26, May 2017
Aegon: IFAs backing UK equities

Aegon: IFAs backing UK equities

A new poll from Aegon UK highlights that a significant portion of advisers are riding on UK equities to provide the best return for clients ahead of the snap election.

Published : 15, May 2017
Strategy guru: Company earnings are moving markets, not the 'Trump bump'

Strategy guru: Company earnings are moving markets,...

The idea a ‘Trump bump' has made markets rally is illusory and prices are really being moved by company fundamentals, according to a highly-regarded investment strategist.

Published : 5, May 2017
ARC: Not all currencies are created equal

ARC: Not all currencies are created equal

New data from Asset Risk Consultants shows that choice of reference currency, not investment risk, has had a greater impact on a portfolio’s global purchasing power.

Published : 3, May 2017
Buxton bullish on 'mid-cycle' rally; uneasy over sterling 'safety valve'

Buxton bullish on 'mid-cycle' rally; uneasy over...

Old Mutual Global Investors CEO Richard Buxton is less worried about politics in Europe, the US or the UK than he is about sterling being the UK's only safety valve post-monetary policy.

Published : 21, Apr 2017
'Spectre of inflation' puts pressure on UK retail

'Spectre of inflation' puts pressure on UK retail...

The UK retail sector's widening gap between food and non-food sales hints at future hardships as inflation weighs on consumers' disposable income.

Published : 11, Apr 2017
Brooks Macdonald: No full recovery in UK investment

Brooks Macdonald: No full recovery in UK investment...

While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.

Published : 7, Apr 2017
Why investors are wrong about sterling

Why investors are wrong about sterling

As the world waits for the letter that will initiate Brexit to reach Brussels, there are analysts predicting the pound will rally in the short-term.

Published : 29, Mar 2017
Investors ‘risk playing it too safe’ as PM signs Article 50 letter

Investors ‘risk playing it too safe’ as PM signs...

The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.

Published : 29, Mar 2017
Asset managers fear hit to profits; consider passive launches

Asset managers fear hit to profits; consider passive...

A group of asset managers surveyed by Portfolio Adviser unanimously agreed that the industry will become less profitable over the next three years.

Published : 28, Mar 2017
Too late for actives as passive 'genie' escapes bottle for good

Too late for actives as passive 'genie' escapes...

Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.

Published : 17, Mar 2017
Chinese equities overtake the Trump train

Chinese equities overtake the Trump train

China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.

Published : 6, Mar 2017

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