PA ANALYSIS: When will the next market correction hit?
It has been almost two years since equity or credit markets fell by more than 5%, but investors remain sanguine that markets will continue their relentless rally for the time being.
Equities
-
-
RLAM reveals global equity funds for ex-Waverton trio
Royal London Asset Management (RLAM) has launched two global equity funds to be run by the team it poached from Waverton Investment Management earlier this year.
-
Pacific AM launches emerging market fund
Pacific Asset Management (PAM) is launching an emerging market Ucits fund in November.
-
Can the raging bull continue its charge?
Since the lows of the crisis, US equities have risen about 270%, with many other global markets witnessing similarly strong gains. But can the bull run continue? Four investors weigh in.
-
PA ANALYSIS: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
-
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
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
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’
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
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?
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
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…