Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.
EdenTree fund manager Sue Round has blamed “savage downgrades” among fund holdings for recent fourth quartile performance, including Provident Financial, which she argues does hold a place in an ethical portfolio.
Chris St. John, Lead Manager of the AXA Framlington UK Mid Cap Fund and the AXA World Funds – Framlington UK, talks about the prospects for the UK equities market.
Donald Trump’s announcement that the US will introduce import duties on steel and aluminium is being described as a how-to move on triggering a stock sell-off, with industry-heavy funds and indices set to suffer from the protectionist move.
In what was a dismal month for markets generally, the UK and European equities were the pits, making up the five worst performing Investment Association sectors for February. But have the asset classes lost their lustre?
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
Jupiter Merlin has shaken up its allocation to emerging markets in its Growth and Worldwide Portfolios, opening a position in the Invesco Perpetual Asian fund, managed by William Lam.
After more than three decades as a stockbroker, James Baker, manager of Chelverton UK Equity Growth, has spent the past four years in fund management, bringing a wealth of experience to his stockpicking process.
European-domiciled emerging market (EM) funds have seen a spectacular turnaround in fortunes since the start of 2018, with inflows up €14.5bn (£12.8bn) during January to reach €11.4bn of assets under management, according to Morningstar data.
Global markets recently faced a correction, inflation remains above the 2% target and interest rates are likely to rise, but how can investors prepare?
Recent statistics from Eurostat showed that the European Union economy expanded at its fastest rate for 10 years in 2017, registering a 2.5% increase on the year before.
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.
