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”.
Equities
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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.
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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.
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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.
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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.