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.
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.
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.
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.
For the majority of active or discretionary managers, adopting a “loser’s game” strategy will in general lead to above average returns for clients.
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.
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.
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.
Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.
Most UK investors fear Theresa May’s divided government could squander the growth opportunities for small businesses, a survey has found.
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.
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.
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.