Liontrust: Darker times ahead for UK equity income darlings
Predicting a backdrop of rising interest rates, inflation and bond yields, the managers of Liontrust Macro Equity Income are forgoing bond proxies and mega oil companies.
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Five defensive calls to guard your portfolios in a downturn
Cyclical stocks have enjoyed a recent boom as reflation expectations cranked up a gear. We asked fund managers for their thoughts on the best defensive sectors ‘left behind’ in the great cyclical rotation.
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Global flows into bond funds dwarf equity funds by 55%
Global flows into fixed income funds more than doubled those into equity products last month, according to Thomson Reuters Lipper.
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GAM brings in Beesley as head of equities
GAM has created a head of equities position for former Henderson man Matthew Beesley in a bid to accelerate its growth trajectory.
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UK equities: fundamentals still supportive
Headlines have described the recent equity correction as being the worst since October 2008, with $5 trillion wiped off global stock markets. After years of strong equity returns, investors will now contemplate whether the next bear market is underway or if the sell-off represents a healthy and necessary adjustment at this stage of the market…
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Fresh EM inflows as funds continue winning streak
Rising commodity prices and assurance of continued low interest rates saw emerging market equity funds welcome fresh inflows for the seventh week running, their longest winning streak since last September.
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PA ANALYSIS: Small cap funds – golden boys of European equities?
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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Woodford says there are ‘bigger challenges than Brexit’
Neil Woodford is gearing up to launch his third fund at a time when he sees “more opportunities than he has in a long time” for UK equities, but there are “bigger challenges than Brexit” to contend with.
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Neptune’s Unwin reveals ‘hidden fruit’ set to reap benefits of cloud tech
Microsoft is one of Neptune Investment Management’s ‘hidden fruits’ that looks set to be a big winner from a boom in ‘cloud’ technology, according to fund manager Alastair Unwin.
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Fund Selector: Japanese equities
Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?
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Lloyds a ‘compelling story’ – Quilter Cheviot
Lloyds Banking Group now represents a ‘compelling story’ for investors, according to Quilter Cheviot.
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PA ANALYSIS: What’s next after Unilever snubbed Kraft Heinz?
As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.