Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.
In addition to slashing their underweights in the US to a nine-year low, BofA Merrill Lynch's latest Fund Manager Survey showed that global fund managers are increasingly regaining their appetite for Japan.
The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.
Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.
Some 12 months on from the carnage open-ended property funds experienced in the wake of the Brexit vote, investors seem to be returning to the sector once more.
Further US rate rises before the end of the year have become less likely after the US Labor Department reported weaker than expected inflation and retail figures on Friday.
Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?
Woodford loves them, and yesterday Barratt Developments offered a taste of why UK housebuilders have been a favoured sector for the star manager with its annual results showing profits up 12%.
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
Portfolio advisers have been looking at equity market valuations rather nervously for some time tilting towards less risky assets, taking profits and holding more cash.
The improving economic outlook in the euro area has prompted the European Central Bank to consider reining in its monetary stimulus. How should investors respond to the prospect of monetary tightening in Europe?
With melting ice caps and dwindling fossil fuel reserves, it’s easy to see why some £87bn of assets have been funnelled into ethical and sustainable funds – but how wary should investors be when opting to put money into these strategies?
A heck of a lot can happen in 10 years, but not it seems when it comes to the Bank of England’s base rate.
There are no particularly nasty surprises in this week’s FCA fee policy statement though it has confirmed above inflation fee rises with bills due to arrive on doormats later this month.
UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
This week’s ‘final’ report on the Financial Conduct Authority’s Asset Management Market Study has left a key area open to further debate.
It turns out Mark Carney is a man for turning after all, and it's about time the bank governor realised the time has come to change tack with the UK economy.
The Financial Conduct Authority’s long-awaited final report on the asset management sector will have disappointed many expecting an overhaul of the entire market.
Huge falls in the price of oil have not been enough to convince some asset allocators and managers that now is the time to get back into the asset class.
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the...
Whilst the viability of Brazil's reform agenda has been called into question by the...
Mark Martin comments on the Neptune UK Mid Cap Fund’s positioning and the opportunities...
After a quiet year for M&A in 2016, particularly in the FTSE 250, could we be in...
Three years ago India’s Prime Minister Narendra Modi swept into power in an historic...