Hermes: Four views on how elections will impact EM
International politics is regularly in the spotlight and has historically been known to affect emerging markets. With several elections coming up across the region, four managers at Hermes Investment Management assess the potential impact on asset classes and how investors can prepare for the risks.
Volatility strikes: buying opportunity or bear market ahead?
Volatility made its long-anticipated return to global equity markets this week, with US equities recording their biggest drop since the 2008 financial crisis. Here, eight investors outline what the return of volatility means for stock markets – good buying opportunity, or is it the start of a prolonged downturn?
Five possible IPOs for 2018
Last year was the year that saw global Initial Public Offerings (IPOs) at their highest number since 2007. Rebounding from the lows of 2016, there were almost 1,700 companies floating worldwide during the year. Looking forward, Hargreaves Lansdown (HL) has outlined five companies they believe are considering an IPO in 2018.
Japanese equity appeal rises 10% among fund selectors
Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to research from Portfolio Adviser’s sister publication, Expert Investor.
Click through the slides below to find out more about the views of the industry toward Japanese equities.
Portfolio Adviser Fund Awards 2018 reveals the funds of the future
At a star-studded awards lunch earlier today, we unveiled the funds that our judging panel believes are best placed over the coming three years given their view of the world.
EdenTree: How to spot small and mid-cap opportunities
Following the EU referendum in 2016, sterling fell against a range of currencies and significantly affected the UK equity market. Phil Harris, manager of the UK Equity Growth Fund at EdenTree Investment Management, assesses how small and mid-caps have bounced back since the shock Brexit vote and outlines five golden rules to unearth long-term growth opportunities.
The seven best value buys in 2018
Predicting higher volatility and lower asset class correlation this year, Canaccord Genuity Wealth Management’s Simon McGarry believes there will be plenty of “canny investment opportunities” He shares his seven best value stock buys with Portfolio Adviser.
Around the world with BMO GAM’s multi-asset team
As we settle into the new year, wealth managers are deciding on the best places to put their cash. Here, the EMEA multi-asset investment team at BMO Global Asset Management assesses the case for investing in Europe, UK, US and China.