Unpicking the four biggest current consensus calls
Investec Wealth and Investments’ Nick Sketch interrogates some of the biggest consensus trades in the market right now looking for both problems and potential.
Author: Geoff Candy
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Dowey takes on new CIO role at Neptune
Neptune has promoted James Dowey to the newly created role of chief investment officer alongside his position as chief economist.
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Wealth managers face it squeeze from ‘very tight’ mi fid ii timeline – wma
The time line for the roll-out of the implementation of MiFID II does not leave a lot of breathing room for wealth managers to get their technology up to speed, the Wealth Management Association said.
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Alliance trust buys brewin dolphin execution only business for £14m
Alliance Trust has bought Brewin Dolphin’s execution-only Stocktrade business for £14m pounds in a bid to further strengthen its position as a platform provider.
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PA ANALYSIS: Unpicking the productivity puzzle
Aside from revising growth lower and putting an end to sterling’s election-led rally, The Bank of England’s May inflation report once more placed the spotlight firmly on productivity growth as the possible bad apple that could upset the whole cart.
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Inflation to hit 2% in two years, but productivity remains key – bo e
Inflation should return to its 2% target within the next two years, the Bank of England said on Wednesday, but labour productivity remains the key uncertainty, as it downgraded its forecast for UK GDP growth from 2.9% for 2015, to 2.5%.
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Significant disconnect between investor risk and return expectations – schroders
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
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Nervy fund managers consistently costing returns, says Sanlam
Speaking at the Federation of European Independent Financial Advisers’ Spring Conference 2015, David Itzkovits, head of investments at Sanlam Global Investment Solutions, said the average investor’s returns fall below the S&P 500 index every year by a significant amount due to their fund manager’s positive and negative emotions.
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Growth potential more important than current yield – brazier
The ability to generate strong cash flows are not a sufficient reason to buy a company, says Simon Brazier, co-head of the Investec quality team.
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Em equity etp flows on the rise in april
Flows into broad emerging market equity ETPs were the strongest since last August, BlackRock said on Monday.
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Don’t be discouraged by us slowdown – Richard Philbin
Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.
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AXA IM launches flexible debt and equity property fund
In a bid to capitalise on the significant deepening of the real estate debt market that followed the disintermediation of banks in the wake of the financial crisis, Axa Investment Management has launched a global flexible property fund.
