PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations
Getting value for money is the topic dominating the funds industry today, but on two different fronts.
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Equities
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Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
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Sanlam: Go global but ignore the value trade
Investors shouldn’t limit themselves to the UK or Europe but should avoid the lure of the value trade, said Sanlam Private Investments Pieter Fourie.
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JOHCM’s John Wood to retire
John Wood, lead manager of the £1.8bn JOHCM UK Opportunities Fund, is to retire from the industry on 30 September.
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PA ANALYSIS: Dutch elections first gauge of EU populist fever
The Dutch elections are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
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Funds for cautious income seekers
Yield is fast becoming the holy grail of the 21st century. Ten years ago, you could still sign up to a 12-month fixed term cash account and get a whopping 10% interest; today you are lucky if you get 1%.
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Pictet: Avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
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TMI’s Herberts: ‘Right time’ to add active risk
Thomas Miller Investment’s Andrew Herberts has reduced his exposure to passive funds, arguing that now is the right time for UK active managers to prove their worth.
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PA ANALYSIS: What future for life companies in asset management?
Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?
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Economic resilience to ‘power’ US equities to new highs – Kames
February’s US business and consumer confidence surprised on the upside this week, leading Kames Capital’s multi-asset head to conclude US equities have farther to climb.
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‘Once in a generation opportunity’ for European banks – Burnett
With the “three killer headwinds” out of the way, European financials stand out as an attractive bet for courageous investors looking to adopt a value bias, said Neptune European Opportunities manager Rob Burnett.
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Equity income sector ‘is riskier than you think’ – Neptune’s Geffen
UK equity income managers are corrupting what is supposed to be a “safe sector” by taking too much dividend risk and capital risk, according to Neptune’s chief executive Robin Geffen.