AJ Bell: Brexit uncertainty and living wage behind weak pay

AJ Bell: Brexit uncertainty and living wage behind...

Brexit uncertainty, the introduction of the national living wage and public sector pay freezes are among the confluence of factors stunting UK wage growth, according to AJ Bell investment director Russ Mould.

Published : 16, Aug 2017

Rathbones: Could today's India outshine yesterday's...

Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region's growth prospects could be even greater based on five key indicators.

Published : 14, Aug 2017
Chatfeild-Roberts: Fed might not be able to cope with tightening

Chatfeild-Roberts: Fed might not be able to cope...

John Chatfeild-Roberts, head of Jupiter’s multi-manager Merlin range, has doubts over whether the Federal Reserve can successfully pull off its tightening regime.

Published : 9, Aug 2017
Tilney’s Hollands: Shunning UK equities ‘unwarranted’

Tilney’s Hollands: Shunning UK equities ‘unwarranted’...

UK retail investors are continuing to pull out of UK equity funds at an alarming rate, but Tilney Group managing director Jason Hollands argues the asset class is getting a bad rap.

Published : 4, Aug 2017
Exodus from UK equities continues in June

Exodus from UK equities continues in June

Investors continued to flee from UK equities in June, with £1.1bn flowing out of the UK All Companies, UK Equity Income and UK Smaller Companies sectors, according to latest Investment Association (IA) statistics.

Published : 4, Aug 2017
Managers playing the ‘loser’s game’ more likely to outperform

Managers playing the ‘loser’s game’ more likely...

For the majority of active or discretionary managers, adopting a “loser’s game” strategy will in general lead to above average returns for clients.

Published : 3, Aug 2017
Heartwood IM: US dollar will buck up

Heartwood IM: US dollar will buck up

A “confluence of factors” has created the perfect storm to keep the dollar down, but Heartwood Investment Management’s Graham Bishop thinks it won’t be long before the greenback bucks the trend.

Published : 31, Jul 2017

What investors really think: June's top selling...

Fund sales in the global and corporate bond sector soared in June, suggesting a move to diversification and safety according to data from FundsNetwork. We list the best-selling sectors of the month here.

Published : 31, Jul 2017
Coutts finds opportunities in ‘undervalued’ sterling

Coutts finds opportunities in ‘undervalued’ sterling...

Coutts & Co is banking on the continued reflation trade in Europe and ignoring the sterling naysayers by highlighting the currency as an attractive value proposition.

Published : 19, Jul 2017
Tilney: European consumer will prevent recession as fiscal policy flounders

Tilney: European consumer will prevent recession...

Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.

Published : 18, Jul 2017
UK investors back SMEs post-Brexit but have ‘no faith’ in PM

UK investors back SMEs post-Brexit but have ‘no...

Most UK investors fear Theresa May’s divided government could squander the growth opportunities for small businesses, a survey has found.

Published : 14, Jul 2017
Harris: Bonds set to be 'losers'

Harris: Bonds set to be 'losers'

At a time when retail investors are piling into fixed income, City Financial’s head of multi asset Mark Harris has warned the bond bull market is essentially over.

Published : 6, Jul 2017
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
PA ANALYSIS: Buyer beware best buy 'affiliated' funds?
PA ANALYSIS: Buyer beware...

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

PA ANALYSIS: Preparing for a market correction – hedge or diversify?
PA ANALYSIS: Preparing...

The bulls and bears are out in force, divided over...

PA ANALYSIS: What’s going on at 'disappointing' Sanditon?
PA ANALYSIS: What’s going...

Sanditon Asset Management’s CEO has leapt to the defence...

OTHER STORIES FROM LAST WORD...