kames backs gov bonds despite negative return fear
According to David Roberts, head of fixed income at Kames Capital, investors can be making small positive returns.
Author: Portfolio Adviser
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Credit Suisse pleads guilty in US court and agrees
Credit Suisse has pleaded guilty to conspiracy to assist US customers in presenting false income tax returns and has paid a settlement to the US Government of $2.8bn.
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stick or twist for equities
The bull market in equities is more than five years old, with massive injections of liquidity from the worlds central banks, led by the US Federal Reserve, fuelling the rally.
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Pharma MandA could buoy equities
Threadneedle is feeling less optimistic as it holds its overweight to equities, with Japanese companies looking particularly attractive.
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ryanair falls in profit but shares on a high
Shares went up as the Irish airline announced that results were in line with expectations.
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danske capitals olsen takes on two mandg funds
John William Olsen will manage the firms Global Growth Fund and the Pan European Fund from 1 July.
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Small caps pressured if earnings fall short
Aberforth Partners’ Alistair Whyte believes the strength of sterling poses the greatest threat to the outlook for his sector, according to a recent note from Winterflood.
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EM declines could weigh on Aberdeen SLI Moore
SLI UK equity income trust manager wins through easyjet dividend policy while voicing concerns that emerging market declines could weigh on Aberdeen.
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Finding alpha among the mega-caps
Steve Goldin of Parala Capital looks at a factor driven approach to picking the rights mega cap stocks.
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UK smaller companies top sector AIC
A third of the top-performing investment companies are in the smaller companies sector, latest data by the AIC reveals.
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Why wait for St Leger Day
Is the 'sell in May and go away' adage still relevant in today's trading environment? I fear not.
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Ardevora opposes Buffett view of airlines
Ardevora challenges Buffett’s long-held aversion to the airline sector, saying there are selected opportunities to be found in the space.