Equities

  • Investor confidence in EM value drops as gold climbs

    Investor confidence in EM value drops as gold climbs

    Confidence in emerging markets (EM) has declined but investors’ faith in gold has increased, according to the CFA’s latest Valuation Index.

  • Investec’s Hutchins: ‘We live and die by our long-term performance’

    Investec’s Hutchins: ‘We live and die by our long-term performance’

    Born into a family of professional tennis players, Blake Hutchins has chosen to channel his competitive edge into fund management, and despite being relatively new to the job, he is already promising to be a smash.

  • UK investor sentiment up but faith in bonds declines

    UK investor sentiment up but faith in bonds declines

    UK investors remained upbeat about global investment opportunities in February, but confidence in UK corporate and government bonds declined.

  • Rodrigs leaves River & Mercantile over ‘conduct issue’

    Rodrigs leaves River & Mercantile over ‘conduct issue’

    Philip Rodrigs, lead manager on three River & Mercantile UK funds, left the firm on Wednesday following “an investigation into a professional conduct issue”.

  • Templeton Emerging IT lead manager resigns

    Templeton Emerging IT lead manager resigns

    Carlos Hardenberg, lead manager for the Templeton Emerging Markets Investment Trust (TEMIT), has resigned but will remain as portfolio manager until 31 March 2018.

  • Craving for ETFs boosts European appetite for equity funds

    Craving for ETFs boosts European appetite for equity funds

    European investors increased their risk appetite in 2017, recording high inflows into pure equity funds compared with outflows in the previous year, helped by a big rush into passive equity funds, according to a Thompson Reuters Lipper report.

  • Japanese equity appeal rises 10% among fund selectors

    Japanese equity appeal rises 10% among fund selectors

    Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to research from Portfolio Adviser’s sister publication, Expert Investor. Click through the slides below to find out more about the views of the industry toward Japanese equities.

  • Neptune: Stocks ‘less risky’ than bonds in the long term

    Neptune: Stocks ‘less risky’ than bonds in the long term

    Pensioners who believe the popular opinion that stocks are riskier than bonds overall risk “under-funding their retirement”, James Dowey, Neptune’s CIO and chief economist, has warned.

  • Hermes hires senior Asia analyst

    Hermes hires senior Asia analyst

    Hermes has appointed Amit Mehta as director and senior Asia analyst in its emerging markets team.

  • Time to hit the US panic button?

    Time to hit the US panic button?

    If it was down to Donald Trump all the press about the one-year anniversary of his inauguration as President would have revolved around how he, in his mind, has single-handedly turned the fortunes around for the US stock market.

  • Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Jason Pidcock has begun 2018 in a more defensive frame of mind and has been bulking up the liquidity of his Asian Income fund in case of a “mini-credit crunch”.

  • Frontier market funds lead the emerging pack

    Frontier market funds lead the emerging pack

    Frontier market funds are leading Europe’s emerging market fund pack with Charlemagne’s frontier market offering at the top, according to FE Analytics.