Expect an M&A surge this year – Blackrock’s Goldman
A surge of M&A activity across UK companies will be a key theme in 2017 according to Blackrock UK equities manager David Goldman.
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PA ANALYSIS: Buckle up for bank results week
This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.
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Company earnings or Trump and China: what will drive GEM returns in 2017?
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
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Fund trends: Value or growth?
The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.
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Tipping points close in tech, transport and energy sectors – Miton’s Jane
New energy, transportation and the ‘internet of things’ are set to tip over into mainstream investment thinking and become key trends, according to Miton’s David Jane.
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PA ANALYSIS: Could Europe be the best place for active managers to outpace passives?
As more managers let go of their hang-ups over Europe and return to investing in the region, there could be a golden opportunity for active managers to outperform by getting sector specific and avoiding the usual defensive crutches.
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Still value to be found in cyclicals – Fidelity’s Wright
Avoiding cyclical stocks in favour of defensive strategies is based on a “faulty analysis” of the market, according to Fidelity’s Alex Wright.
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Record equities highs raise fears a correction is looming
World markets may have hit record highs on Thursday but some professional investors fear a correction in prices is waiting in the wings.
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The top five contrarian plays of the year so far
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
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‘Hidden tech’ could be key to equities returns – Hermes
It was announced on Thursday that Snap, owner of Snapchat, has been valued at $22.2bn ahead of its IPO next month, but could the secret to technology investments be in finding the ‘hidden’ technologies propping up the household names?
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SLI’s Hambi moves to neutral on Europe and takes UK underweight
Signs of an improving global growth environment have prompted Standard Life Investment MyFolio multi-manager head Bambos Hambi to re-evaluate his outlook on Europe and stick to his guns on the US and UK.
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Is there still opportunity to be found in the FANGs? (or Apple?)
They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google still offer opportunities this year?