Equities to rise despite high valuations, says NN IP
High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.
Patience is a virtue for Franklin Templeton’s Bullas
Based in Leeds, Richard Bullas’s team goes its own way, and in the five years he has been running the Franklin UK Smaller Companies Fund, this investment strategy has gone from strength to strength.
EasyJet shares up after results reveal £5bn revenue
Budget airline EasyJet has bounced back from a troubled year in its industry, posting record passenger numbers and more than £5bn in revenue.
How Artemis is profiting from disruption in US equities
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.
Barnett: Short-term pessimism clouding investors’ judgment
Stock markets have become overly sensitive to profit warnings from UK domestic companies and overseas earners, argues Invesco Perpetual’s Mark Barnett, but many of these firms are in much better shape than investors give them credit for.
Evenlode unveils first holdings of global income fund
Coinciding with the launch of the global income fund, Evenlode co-founder Ben Peters gives Portfolio Adviser a taster of the large and small “hidden champions” comprising the portfolio.