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.
A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.
While President Donald Trump said very little on trade policy during his address to Congress on Tuesday, his ‘America First’ mantra rang clear. But where does that leave European and British exporters?
Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.
Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
UK investors showed a “renewed confidence” in British-based assets in February but the continued popularity of gold points to lingering fears over political tensions, according to Lloyds Private Bank.
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.