Harris: Bonds set to be ‘losers’
At a time when retail investors are piling into fixed income, City Financial’s head of multi asset Mark Harris has warned the bond bull market is essentially over.
Equities
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UK investors pile into bonds and sell down UK equities
Investors piled into the IA Sterling Strategic Bond sector in May, while UK equity funds experienced a net retail outflow of £479m, according to the latest IA statistics.
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JPMAM promotes Malcolm Smith to lead International Equity group
JP Morgan Asset Management has appointed Malcolm Smith to lead its newly-formed International Equity group.
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East Capital launches Sustainable Emerging Markets fund
Specialist emerging and frontier markets manager East Capital is to launch a fund investing in socially responsible emerging market companies.
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Manulife’s Langridge: EM investors should fear repeat FANG sell-off
Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.
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UK equities – where is the next big opportunity?
UK equity fund managers tell us where they are finding value, despite the FTSE’s recent heights.
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Tilney: European valuation advantage has ‘dissipated’
Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.
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Fidelity China Special Sits hails market-beating gains post-Anthony Bolton
Fidelity’s high-profile China Special Situations investment trust has pointed to market-beating returns since its star manager Anthony Bolton retired.
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PA ANALYSIS: Where should you invest after UK election shock?
The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.
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Investors see value in FTSE 250 after election surprise
While investors aren’t finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
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May fights on but investors fear ‘shaky’ Brexit talks
Investors made their priorities clear this morning with big fears over who will lead the country into Brexit negotiations.
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Hung parliament: Investors braced for volatility as May’s gamble backfires
Sterling has taken a hit overnight as the UK woke up to anything but a ‘strong and stable’ government.