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.
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
Investors should be wary of increasing risks as the equity rally and global growth looks set to falter according to Pictet Asset Management’s Chief Strategist Luca Paolini.
UK retail investors are continuing to pull out of UK equity funds at an alarming rate, but Tilney Group managing director Jason Hollands argues the asset class is getting a bad rap.
Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.
With the FTSE 100 on an almost continual rise, which are the ‘red flag’ stocks that investors should watch out for? Investment bank Liberum lists the seven ‘sinful’ stocks in the top 100 they would “prudently seek to avoid”.
Australian boutique Antipodes Partners has launched a global equity fund to the UK market ahead of plans to expand its London office later this year.
Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.
Investors say the Serious Fraud Office’s (SFO) formal investigation into suspected corruption at British American Tobacco (BAT) is a grim reminder of the “lengths dying industries are willing to go” to stay profitable.
Star fund manager Neil Woodford has defended his significant holding of pharma giant AstraZeneca after weak half-year results sent the stock price tumbling on Thursday morning.
Investec Asset Management’s UK Equity Income manager Blake Hutchins has hailed British American Tobacco, recently ditched by Neil Woodford, as “the best global tobacco business”.
Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.
