With an apparently shrinking pool of talented managers and a growing ETF market, even investors with a solid connection to actively managed funds are increasingly looking towards a more passive future, according to Stonehage Fleming’s director of investment management.
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?
European equity funds bore the brunt of a fall in investor confidence last year and recorded their worse annual outflows since 2008, new data from Morningstar has revealed.
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’.
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.
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.
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.
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.
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.
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.
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?
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.
