PA ANALYSIS: Should you buy into the emerging markets rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
Equities
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Nigel Thomas tips UK infrastructure shares amid US plant hire trend
Axa Investment Managers’ UK equity veteran Nigel Thomas has tipped infrastructure shares for success, pointing to a trend towards plant hire in the US.
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Strategy guru: Company earnings are moving markets, not the ‘Trump bump’
The idea a ‘Trump bump’ has made markets rally is illusory, according to a highly-regarded investment strategist
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PA ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
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Investors filled their boots in March as fund sales hit new record
Fund sales hit a record level in March as investors reached for UK and global equities, the latest statistics from the Investment Association show.
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The five other presidents who trumped the ‘Trump Bump’
US equity specialist Charles Schwab has poured scorn on the stock market’s so-called ‘Trump Bump’, with research showing the 5.4% market rally is far from the greatest seen during a president’s first 100 days in office.
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Artemis: ‘Frexit’ risk overstated
Contrary to media headlines, Europe is not nearly so politically or economically dysfunctional as people might believe, Artemis argues.
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VIX ‘fear index’ hits lowest level since 2007
An index said to represent levels of fear on the markets has hit its lowest levels since before the eruption of the credit crunch after trending lower in recent weeks.
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India and China trusts best performers in first quarter
Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.
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Pharma giant AstraZeneca slides on lacklustre results
AstraZeneca shares were trading slightly lower this morning after the firm reported a 12% fall in revenues thanks to a decline in sales of a flagship cholesterol treatment.
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Lloyds Banking Group rockets by 3.6% as profits surge
Shares of Lloyds Banking Group have rallied after the group beat expectations in its first-quarter results.
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Bullish managers up European equity exposure
Architas’ Nathan Sweeney has doubled his exposure to European equities across the firm’s suite of active multi-asset funds following the French election results.