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.
European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.
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.
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.
Research published on Friday by Aegon UK shows that advisers are pretty much split on what to do regarding their UK equity exposure.
With quality stocks seemingly ‘priced for perfection’, Investec Wealth’s Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.
Global fund managers are becoming increasingly bearish on corporate profits, with the amount thinking they will improve over the next 12 months falling to the lowest level since November 2005, according to the latest BofA Merrill Lynch fund manager survey.
Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.
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.
