Equities

  • Hargreaves backs Woodford despite IA rejection threat

    Hargreaves backs Woodford despite IA rejection threat

    Hargreaves Lansdown has backed Neil Woodford’s flagship equity fund despite fears it could drop out of its Investment Association sector on the back of lacklustre performance in 2017.

  • Year in review: The UK

    Year in review: The UK

    In an environment of protracted Brexit negotiations, continued political uncertainty and weaker economic growth, investors generally lost faith in UK equities in 2017 with many migrating to global and absolute return funds.

  • Investor optimism gains ground, Lloyds’ survey claims

    Investor optimism gains ground, Lloyds’ survey claims

    Investor confidence hit a 12-month high in December according to the latest investor sentiment index from Lloyds Private Bank, with investors becoming increasingly bullish on the prospects for US equities.

  • Big hitters continue to back DMGT

    Big hitters continue to back DMGT

    Fund managers Blake Hutchins and Nick Train are keeping the faith with Daily Mail and General Trust (DMGT) despite its recent stock price wobble.

  • Kames’ Goddin: Goldilocks or just too early for the bears?

    Kames’ Goddin: Goldilocks or just too early for the bears?

    A bear market in 2018 seems unlikely after a year marked out by a ‘Goldilocks’ environment, according to Kames’ global equity manager, Neil Goddin.

  • Year in review: US

    Year in review: US

    Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors. 

  • Fund managers’ top ideas for 2018

    Fund managers’ top ideas for 2018

    Europe and emerging markets have been tipped as the regions to watch in 2018 for best returns by managers in a poll by the Association of Investment Companies (AIC).

  • SVM’s McLean: Mifid is a threat to passive

    SVM’s McLean: Mifid is a threat to passive

    The unbundling of research costs under Mifid II will increase the level of risk in passive investing, SVM’s Colin McLean has warned.

  • Hermes’ Rutherford warns against blind faith in tech

    Hermes’ Rutherford warns against blind faith in tech

    Investors have been warned against having blind faith in technology stocks by Hermes’ James Rutherford, who said the sector had seen “bubble-like” hysteria.

  • Blackrock expands emerging market debt range

    Blackrock expands emerging market debt range

    Blackrock has launched an emerging market short duration bond fund, designed to mitigate interest rate risk.

  • OMGI’s Buxton: Market too complacent over Corbyn-led government

    OMGI’s Buxton: Market too complacent over Corbyn-led government

    Old Mutual Global Investors (OMGI) chief executive Richard Buxton is concerned that markets are failing to adequately price-in the likelihood of a Jeremy Corbyn-led Labour government next year.

  • Skagen launches global activist equity fund

    Skagen launches global activist equity fund

    Skagen Funds has launched a global equity fund that invests in companies subject to activist campaigns.