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.
Equities
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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.
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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?