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.
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
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.’
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.’
Standard Life Investments’ has upped exposure to US equities in its MyFolio multi-manager range, adding two funds with fresh takes on the growth/value debate.
Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?
As Prime Minister Theresa May gears up to deliver yet another speech on Britain’s European Union exit, a good case can be made that it is more important than ever for investors to have a long-term outlook when deciding on their UK and European equities allocations.
Jupiter, River and Mercantile and Veritas are among the firms selected to create “a compelling equity portfolio” as part of Alliance Trust’s new manager line-up.
With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.
With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.
Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
