Hargreaves’ Clayton targets “tech in disguise” stocks
Hargreaves Lansdown Select UK Shares fund manager Steve Clayton is targeting consumer brands and “tech in disguise” stocks at a time when many are eschewing growth companies.
Author: Kristen McGachey
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The M&A that mattered in 2016
Heightened political uncertainty and volatility made for a compelling M&A story in 2016. With the possibility that sterling has still further to fall, consolidation stands to become an even more prominent theme in the new year. Before that happens, Portfolio Adviser takes a look back at the top five transactions of 2016 that had investors…
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Alliance Trust deal brings Liontrust one step closer to £10bn milestone
The acquisition of Alliance Trust’s investment management business is projected to add £2.3bn to Liontrust’s assets under management, pushing it past the £8bn mark.
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Smith beats Woodford in Tilney Bestinvest rankings
Terry Smith’s £8.7bn global equity fund Fundsmith Equity snagged the top spot in Tilney Bestinvests list of the most selected funds of 2016, edging Neil Woodford’s equity income fund into second place.
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FTSE 100 will smash 7300 in 2017, AJ Bell predicts
Rising oil prices, cheap domestic stocks and weaker sterling will create the perfect storm for the FTSE 100, boosting it to a record 7340 by the end of 2017, according to AJ Bell investment director Russ Mould.
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Fed rate hike means risk rally could be short lived – BAML
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
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Polar Capital confirms Hamilton/Godber launch as outflows bite
Polar Capital tempered the blow from reporting £763m in outflows with news on the former Miton duo’s debut fund at the asset manager.
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Tech and regional banks – opportunities under Trump’s ‘new normal’
The market’s adjustment to life under President-elect Donald Trump has been worryingly quick say Matt Ward and Jenny Jones.
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Schroders’ Brookes clings to cash as inflationary boom looms
With bond yields persistently unattractive, cash is king for Schroders head of multi-manager Marcus Brookes.
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PA ANALYSIS: Nothing left to fear for sterling as eurozone drama looms?
As the unfolding political drama in the eurozone takes centre stage after the Brexit vote and the US election, has sterling begun its road to recovery?
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UK manufacturing feels the pressure of weaker sterling
Sterling weakness continued to rock the United Kingdom manufacturing sector in November as further upward pressure on input costs hit home, but demand remained strong.
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Premier hits £5bn AUM and swings to profit
Premier Asset Management achieved a record level of assets under management during the year and rebounded from its 2015 loss.
