Has the time come for Japanese equities?

Has the time come for Japanese equities?

Investors remain lukewarm on the prospects for Japanese equities – 5 experts tell us why we should not overlook the opportunity in Japanese equities.

Published : 14, Mar 2017
The complex task of assessing responsibility

The complex task of assessing responsibility

Investor demand for Socially Responsible Investments (SRI) is on the rise, but how can a fund manager evaluate how ‘socially responsible’ a company really is?

Published : 2, Mar 2017
PA Podcast: Manager mojo and the Trump rally

PA Podcast: Manager mojo and the Trump rally

This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.

Published : 2, Feb 2017
Burdett big on Japan

Burdett big on Japan

With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.

Published : 24, Jan 2017
PA Podcast: In search of a fixed income battle plan

PA Podcast: In search of a fixed income battle...

David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

Published : 19, Jan 2017
PA Podcast: Trump inspired optimism and the risk of recession

PA Podcast: Trump inspired optimism and the risk...

Stephanie Flanders, JP Morgan's chief market strategist for Europe and the UK discusses the demise of deflation, Trump's lifting of animal spirits and the Brexit transition.

Published : 15, Dec 2016
PA Summer Congress: What you missed

PA Summer Congress: What you missed

A look at some of the highlights from PA Summer Congress.

Published : 30, Jun 2016
PA Podcast: Gold, gloom and a glass slightly empty

PA Podcast: Gold, gloom and a glass slightly empty...

It is perhaps appropriate that the first PA Podcast was recorded on Halloween, as our first guest, Tilney Bestinvest, investment strategy director, Ben Seager-Scott isn't entirely optimistic about the outlook for the global economy.

Published : 6, Nov 2015
PA Autumn Congress 2015: What you missed

PA Autumn Congress 2015: What you missed

A look at some of the highlights of the 2015 edition of PA Autumn Congress.

Published : 24, Sep 2015
The inside track on PA Summer Congress 2015

The inside track on PA Summer Congress 2015

Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.

Published : 30, Jun 2015
Despite US rally, opportunities remain in US value stocks – M&G

Despite US rally, opportunities remain in US value...

The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.

Published : 23, Jun 2015
Expensive US still offers growth opportunities - Hermes

Expensive US still offers growth opportunities...

Lewis Grant’s Hermes Global Equity fund is benchmarked against the MSCI World index so is a developed market proposition.

Published : 23, Jun 2015
Tech space opens windows for next decade in EM investing – Baillie Gifford

Tech space opens windows for next decade in EM...

Technology related consumer and service industries offer the best way forward for investing in emerging markets and across Asia, according to Baillie Gifford’s Michael Gush.

Published : 22, Jun 2015
Business drivers, cash flow the key elements of value creation – Loomis, Sayles & Company

Business drivers, cash flow the key elements of...

As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.

Published : 22, Jun 2015
Inflation expectations the price driver to watch - Hooker

Inflation expectations the price driver to watch...

Since early 2013, UK CPI has fallen month-on-month from just under 3% to 0.1% at the end of May.

Published : 19, Jun 2015
A rate hike could be good for equities – Lofthouse

A rate hike could be good for equities – Lofthouse...

Historically, the first part of an increasing interest rate cycle is not particularly bad for equities, Ben Lofthouse said.

Published : 19, Jun 2015
AXA IM, Schroders see more easing in China

AXA IM, Schroders see more easing in China

China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.

Published : 13, May 2015
Architas' sweeney joins rock on multi asset suite

Architas' sweeney joins rock on multi asset suite...

Architas has appointed Nathan Sweeney as co-manager on its active multi-asset fund suite following the departure of Stephanie Carbonneil for Schroders.

Published : 13, May 2015
Significant disconnect between investor risk and return expectations – schroders

Significant disconnect between investor risk and...

There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.

Published : 12, May 2015
China rate cut seen as latest in a series

China rate cut seen as latest in a series

China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.

Published : 11, May 2015
Mifid II: What you need to know
Mifid II: What you need...

The new Mifid II regulation casts a wide net in terms...

Three alternative calculations that will make your eyes water
Three alternative calculations...

In this industry, we are spoon-fed statistics every...

Lloyds, L&G and Aviva get Woodford seal of approval
Lloyds, L&G and Aviva...

Legal and General, Lloyds Banking Group and Aviva are...

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