European Wealth slashes UK exposure; continues EM push
Though European Wealth’s Richard Stammers refuses to bet on whether the UK economy will survive Brexit, fear of the unknown has convinced him to cut his UK equity exposure to neutral.
Equities
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PA ANALYSIS: Is it the right time to be piling into bonds?
Portfolio advisers have been looking at equity market valuations rather nervously for some time tilting towards less risky assets, taking profits and holding more cash.
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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.
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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.