As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
Hargreaves Lansdown Select UK Shares fund manager Steve Clayton is targeting consumer brands and “tech in disguise” stocks at a time when many are eschewing growth companies.
Valuations of Japan equities have become more attractive compared to other developed markets, and Abenomics has helped drive up corporate profits, argued Rob Weatherston, Old Mutual Global Investors’ Hong Kong-based portfolio manager of the Old Mutual Japanese Equity Fund.
Old Mutual has announced a public offering of 13m ordinary shares in Old Mutual Asset Management (OMAM), representing further progress towards breaking the business into four separate units.
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Terry Smith’s £8.7bn global equity fund Fundsmith Equity snagged the top spot in Tilney Bestinvests list of the most selected funds of 2016, edging Neil Woodford’s equity income fund into second place.
Kelsey Biggers, head of investment risk at Franklin Templeton, said interest in environmental, social and governance (ESG) investing is set to grow despite no hard evidence on how it influences performance.
Rising oil prices, cheap domestic stocks and weaker sterling will create the perfect storm for the FTSE 100, boosting it to a record 7340 by the end of 2017, according to AJ Bell investment director Russ Mould.
Inflation in the United Kingdom hit a two-year high in November according to the Office for National Statistics.
Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.
An equity injection of €30bn to €40bn could revive Italy’s beleaguered banks according to PIMCO’s global head of financial research Philippe Bodereau.
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
