Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
Property funds seem overnight to have become the least popular asset class at the dance, but many investors have been sneaking out early for some time and not all of them have gone straight home.
Rogier Quirijns, European Real Estate Securities portfolio manager at Cohen & Steers, argues Brexit could provide some attractive buying opportunities in the UK, particularly in the self-storage, logistics, healthcare and student housing arenas.
UK retail investor behaviour post-Brexit reveals growing fears about the prospects for property and UK equity funds and a growing preference for global and Japanese equities, according to analysis by Rplan’s online investment platform.
The gold index has beaten other asset classes this year, but may trend sideways for the rest of the year, according to senior currency strategist at Bank of Singapore Sim Moh Siong.
The current trend of switching to bid pricing is a quick fix that may not provide the best protection for property investors, says Richard Philbin, CIO at Wellian Investment Solutions.
Columbia Threadneedle announced Friday it has decided to switch the pricing basis on its £1.4bn Threadneedle UK Property Authorised Investment Fund (PAIF) and Threadneedle UK Property Authorised Trust from offer to bid.
Several major asset managers have responded to Brexit anxieties and increased redemptions by switching their funds to bid prices, but what does this mean for the wider sector?
Morningstar has fully exited from the property investments in its active managed portfolios, the company said.
Property used to be an alternative investment, a diversifier to equities, bonds and cash but as external influences push investor sentiment further south, it is struggling to even be this.
UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.
