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”.
Equities
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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.
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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.
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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.
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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.
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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.
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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”.
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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.
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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.
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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.
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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.
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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.