Axa’s Nigel Thomas has admitted that 2016 was one of the worst years of his career in terms of his funds’ relative performance.
MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.
Momentum Global IM’s head of portfolio management James Klempster is cutting risk and picking up government bonds in his portfolios.
Hermes Investment Management CIO Eoin Murray believes investors are underestimating markets’ fragility at a time when political uncertainty runs high.
In a sea of naysayers on the UK economy, heavyweight investors Neil Woodford and Richard Buxton argue the domestic outlook is looking up.
A Labour victory in this week's general election will not trigger a dramatic sell-off of the pound, according to UBS Wealth Management.
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.
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.
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.
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.
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.
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.
The UK retail sector's widening gap between food and non-food sales hints at future hardships as inflation weighs on consumers' disposable income.
While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.
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.
The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.
A group of asset managers surveyed by Portfolio Adviser unanimously agreed that the industry will become less profitable over the next three years.
Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.
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.
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