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.
Equities
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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.
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Absolute return funds: The bigger they are, the harder they fall
Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.
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Eaton Vance rolls out low volatility equity fund
Eaton Vance is looking to soothe investors’ concerns about equity volatility with the launch of Parametric Global Defensive Equity Fund.
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Cerno sizes up India and Japan small caps
Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump’s inaction.
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Investors scramble for shares as equity fund sales boom
Funds investing mainly in equities saw a buying spree in April as investors ploughed in £2bn into the products, according to the latest industry sales figures.
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IP’s Shiao backs consumer staples, talks Chinese debt
Invesco Perpetual’s Asia ex Japan CIO Mike Shiao is backing consumer staples on confidence in the Chinese government’s ability to slacken the pace of its growing debt to GDP ratio.
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PA ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.