Fund selector: Global Equity Income
Global equity funds can be a great diversifier but investors must be conscious of pitfalls such as opaque charges and the temptation of ‘risk-creep’.
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More opportunity in Europe than investors realise – Fidelity’s McQuaker
There is more opportunity in Europe than investors realise as political risks have been overplayed and its markets are undervalued, according to Fidelity International’s Bill McQuaker.
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PA ANALYSIS: China must deliver on ‘global powerhouse’ status
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
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Time for UK investors to target China – Architas
With Chinese New Year around the corner and the steady opening up of the Asian country’s domestic markets, Architas investment director Adrian Lowcock said now could be a good time for UK investors to make a move, but urged caution.
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BT’s Italian scandal heats up but pension deficit is the real danger
Markets may have reacted harshly to BT Group’s Italian fiasco but shareholders should be more wary of its ballooning pension deficit, cautioned EdenTree’s Ketan Patel and Hargreaves Lansdown’s Laith Khalaf.
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Trump infrastructure push expected to prompt IPOs
President Donald Trump’s promised $1tn investment in infrastructure is likely to spark a boom in primary equities issuance both through IPOs and from already-listed companies, according to the CIO of RARE Infrastructure Nick Langley.
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Kames’ Ryan betting on Paddy Power Betfair despite revenue hit
Kames Capital UK equity manager Audrey Ryan has argued Paddy Power Betfair has several competitive advantages that make it appealing still, despite reporting today it had lost £5m in the fourth quarter of 2016 due to the startling outcome of the US election.
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PA ANALYSIS: Dangers lurk for investors as Trump takes office
With President Donald J Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
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Neuberger Berman warms to US equities but “not all in”
Neuberger Berman has warmed to US equities once again but multi-asset class CIO Erik Knutzen anticipates medium to long-term volatility and a “messy” transition for Donald Trump.
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2017 is the year for active over passive – Square Mile’s Hasler
With Donald Trump in the White House, the imminent triggering of Article 50 and a wave of elections across Europe 2017 is set to be a year “marked by volatility”, but that isn’t necessarily bad news for active managers according to Square Mile’s head of research Victoria Hasler.
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Fund trends: European equities
A return to the value style is gaining traction but, with a host of continental elections on the horizon, European banks may be cheap for a reason
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Psigma targets contrarian plays and HY in time of ‘Trumponomics’
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’