Equities

  • EMs dominate list of ESG-friendly countries

    EMs dominate list of ESG-friendly countries

    There are more emerging economies than developed markets in Candriam’s latest list of investable ESG-friendly countries.

  • Rathbones recovery fund pivots towards growth

    Rathbones recovery fund pivots towards growth

    The fund formerly known as Rathbones Recovery will be switching gears from value to growth and ditching a handful of stocks come its official rebrand in October.

  • Active UK equity posts strong 12 months

    Active UK equity posts strong 12 months

    According to the latest bi-annual S&P Indices Versus Active Funds (SPIVA) Europe Scorecard, active funds investing in the UK produced an average asset-weighted return of 24.2% from mid-2016 to mid-2017, compared with a 17.6% return for the corresponding S&P United Kingdom BMI benchmark.

  • Alpha Financial Markets Consultancy, Aim, Aim Listing, Consultants’

    Alpha Financial Markets Consultancy, Aim, Aim Listing, Consultants’

    Active funds investing in UK equities enjoyed strong 12 months, with 80% of sterling denominated funds outperforming benchmark.

  • UK equity outflows continue as investors look globally

    UK equity outflows continue as investors look globally

    Investors continued to shun UK equities in July, instead preferring to invest globally and in corporate bonds, according to the latest Investment Association statistics.

  • PA ANALYSIS: Were investors right to sell in May?

    PA ANALYSIS: Were investors right to sell in May?

    The result of the weekend’s St Leger horse race was the worst result of the season for the bookmarker William Hill, after the favourite 3/1 bet Capri took victory.

  • Sentiment to UK worse than after Brexit vote

    Sentiment to UK worse than after Brexit vote

    The UK remained an unpopular place for investors to park their cash in September, as lingering uncertainty regarding the shape of the Brexit deal continued to spark anxiety about the region’s long-term prospects. The UK equities sector was the biggest loser by far, falling 3.20 percentage points (pp) in investors’ estimation to 1.55% between August and September, its…

  • Equity ETF flows drop below €1bn

    Equity ETF flows drop below €1bn

    Net sales of equity ETFs fell dramatically in August, according to Lipper data, with net flows into eurozone equity ETFs showing the biggest drop, falling into negative territory.

  • Ardevora’s Lang: Natural resource industries ‘trapped’

    Ardevora’s Lang: Natural resource industries ‘trapped’

    All is not as stable as it appears in the energy industry, warns Ardevora manager Jeremy Lang, who believes the sector is “a slowly unfolding trap”.

  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.

  • Train: Man Utd winning ticket in tech match-up

    Train: Man Utd winning ticket in tech match-up

    Nick Train has added Manchester United to his Finsbury Growth & Income Trust, his first new holding in two years.

  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.