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.”
Equities
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Woodford says last year ‘tested his resolve’
Neil Woodford has said the performance of his funds in 2016 has ‘tested his resolve.’
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More volatility looms for bonds and equities – SYZ AM
SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.
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Whitechurch makes US small cap move
Whitechurch Securities has opted to move into US small cap equities for the first time since before the 2008 financial crash amid an increasingly positive economic outlook and booming business confidence.
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Money managers unconcerned by sterling slip
Prime Minister Theresa May’s latest remarks on the UK’s single market access prompted a selloff in the pound on Monday, marking a ten-week low against the dollar.
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10 years of iPhone – how much have Apple investors made?
The iPhone is 10-years old today, helping Apple’s share price increase tremendously since the smartphone was unveiled on 9 January 2007.
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PA ANALYSIS: Beware the ‘Icarus trade’
As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.
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The seven key asset allocation questions this year
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
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Skerritts: Brexit uncertainty makes UK uninvestable
Unless you have to invest in the UK market, don’t, is the message from Skerritts Wealth Management’s Andrew Merricks.
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Value funds poised to weather future sea changes
Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.
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Indian equities, US mid-caps among December’s top sellers
Indian equities and US-mid caps made an appearance in the top five biggest selling funds in December alongside some of the usual suspects, according to the Share Centre.
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Risks abound in housing stocks despite strong Persimmon update – LGIM’s Penny
Persimmon’s trading update on Thursday may have buoyed housebuilder’s share prices, but listed builders are not out of the woods yet, according to Legal & General Investment Management’s Richard Penny.