Equities

  • Allianz opens US structured alpha fund to UK investors

    Allianz opens US structured alpha fund to UK investors

    Allianz Global Investors has launched a fund which aims to deliver an excess return of 2.5% from the S&P 500 by adopting a passive and active approach to investing in US equities.

  • Lloyds Private Bank: Confidence in UK assets returns

    Lloyds Private Bank: Confidence in UK assets returns

    Investors warmed toward UK asset classes in January, as general sentiment touched its highest level in eight months according to the latest findings from the Lloyds Private Bank Investor Sentiment index.

  • Coutts’ Higgins: ‘Very dangerous’ to shun equity bull run

    Coutts’ Higgins: ‘Very dangerous’ to shun equity bull run

    It is “very dangerous” for investors to be out of equities at this late stage in the US cycle, Coutts’ Alan Higgins has warned.

  • Fresh pain for Woodford picks

    Fresh pain for Woodford picks

    Wednesday trading brought fresh pain for Neil Woodford-majority owned companies, Provident Financial and Utilitywise, putting him on shaky ground early into the new year.

  • BNY Mellon IM launches EM debt total return fund

    BNY Mellon IM launches EM debt total return fund

    BNY Mellon Investment Management (IM) has launched an emerging market debt total return fund in response to the “demand for a long-only EM debt strategy”.

  • Nordic fund selectors look to Asia, GEM over European equities

    Nordic fund selectors look to Asia, GEM over European equities

    Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.

  • Herd mentality leaving investors blind to value

    Herd mentality leaving investors blind to value

    In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.

  • The seven best value buys in 2018

    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.

  • Mobius announces retirement from Franklin Templeton

    Mobius announces retirement from Franklin Templeton

    Emerging markets pioneer Mark Mobius will be stepping down as executive chairman of the Templeton Emerging Markets Group (TEMG) and formally retire from Franklin Templeton on 31 January.

  • Tilney: Fundamentals not Fomo pushing markets higher

    Tilney: Fundamentals not Fomo pushing markets higher

    The continued flow of investor cash into equities has been based on improving fundamentals rather than any “fear of missing out”, according to Tilney’s investment chief.

  • Premier reduces equity risk in Diversified Fund

    Premier reduces equity risk in Diversified Fund

    Premier Asset Management has taken steps to reduce equity risk in its Premier Diversified Fund, including buying put options, increasing the number of holdings and upping cash exposure.

  • Four managers on emerging markets in 2018

    Four managers on emerging markets in 2018

    Emerging market equities have been a popular topic of discussion when looking ahead to 2018, but is this where investors are headed? Four fund managers outline reasons to remain positive in the emerging and frontier regions next year.