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?
Equities
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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.
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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.