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.

  • Allianz opens US structured alpha fund to UK investors

    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.

  • Lloyds Private Bank: Confidence in UK assets returns

    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.

  • Coutts’ Higgins: ‘Very dangerous’ to shun equity bull run

    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.

  • Fresh pain for Woodford picks

    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.

  • BNY Mellon IM launches EM debt total return fund

    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”.

  • Nordic fund selectors look to Asia, GEM over European equities

    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.

  • Herd mentality leaving investors blind to value

    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.