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
Equities
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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.’
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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.’
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SLI MyFolio backs US equities on reflationary trade
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.
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Macroeconomic shocks: Hear no evil
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?
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PA ANALYSIS: A long-term view on UK and EU stocks more important than ever
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.
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Alliance Trust reveals new manager line-up
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.
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Bulls vs Bears: Which side to take on UK stocks?
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.
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Morningstar’s Kemp eyeing capital preservation
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.
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Bond market may survive rising rates – RSMR’s Rayner
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.
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PA ANALYSIS: Take heed of Americans talking C-R-A-P
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
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BMO GAM’s Burdett ‘agnostic’ on active vs passive battle
When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”