GAM EM Equities: Trump has materially helped our performance
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
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PA ANALYSIS: Hidden flaws of a UK home bias
UK retail investors have often been accused of investing too much in the domestic market, and research published today suggests that by doing so they have missed out on significant gains elsewhere.
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The seven best-selling funds in August
Which funds did investors turn to during an uncharacteristically volatile August? Portfolio Adviser takes a look at Bestinvest’s top sellers over the month.
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Manulife AM: Look beyond CAPE for stock-picking opportunities
Equity valuations are rich at present, but investors can still find opportunities if they look beyond overly simplistic valuation methods when picking stocks, according to Manulife Asset Management.
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Investors hedge US equity positions
European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.
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Why Hargreaves’ Wealth 150 has shrunk since launch
Hargreaves Lansdown’s says the number of funds on its Wealth 150 recommended fund list has fallen over time because there is only a limited pool of talented managers with a proven track record.
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Seneca Trust slashes US equity exposure
The Seneca Global Income and Growth Trust is set to scrap its exposure to US equities over fears returns in the rising market will soon begin to fall.
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PA ANALYSIS: The UK equity conundrum
Research published on Friday by Aegon UK shows that advisers are pretty much split on what to do regarding their UK equity exposure.
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Investec’s Summers on balancing quality stocks with value
With quality stocks seemingly ‘priced for perfection’, Investec Wealth’s Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.
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Profit expectations fall to lowest level in nearly three years
Global fund managers are becoming increasingly bearish on corporate profits, with the amount thinking they will improve over the next 12 months falling to the lowest level since November 2005, according to the latest BofA Merrill Lynch fund manager survey.
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Invesco Perpetual’s Butcher on navigating political turmoil in Europe
Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.
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Lincoln PIO upping cash while touting EM
Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.