The large slide in the value of the pound that followed the Brexit vote has made non-UK assets worth more in sterling portfolios, lifting their returns. Is this all good news though or does it create additional risk?
Sustained economic uncertainty has altered the pecking order in the UK equity income sector, booting eight funds from Sanlam Private Wealth’s bracket of top performers.
Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.
New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan’s annual conference for healthcare investors, but it was shrouded by the current political environment.
While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.
At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year’s winning wealth managers on the prospects for a Trump-inspired US equities market.
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.
