Equities

  • Risks abound in housing stocks despite strong Persimmon update – LGIM’s Penny

    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.

  • Income investors need to look abroad in 2017 – Kames

    Income investors need to look abroad in 2017 – Kames

    United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.

  • Global growth will keep trending lower - Macquarie AM

    Global growth will keep trending lower – Macquarie AM

    Investors have not seen the end of the lower for longer trade, according to Macquarie Asset Management head of research Dean Stewart, so selecting bonds and equities will require an even more cautious approach.

  • Rowan Dartington calls for cash overweight

    Rowan Dartington calls for cash overweight

    To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.

  • Amundi’s Mortier warns on US equities

    Amundi’s Mortier warns on US equities

    US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group’s Paris-based deputy chief investment officer and global head of multi-asset.

  • Bullish outlook for EM debt

    Bullish outlook for EM debt

    Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.

  • Trustee MPI Q3 2016: Election reflection

    Trustee MPI Q3 2016: Election reflection

    The third quarter proved a dramatic one, with the fallout from the UK referendum and the subsequent uncertainty around the US election. Private client managers have much to ponder going into next year, writes Lee Carpenter, an investment analyst at Enhance.

  • Nikko AM bullish on global equities for 2017

    Nikko AM bullish on global equities for 2017

    Nikko Asset Management’s global investment committee has upgraded its view on global equities to overweight, and it is also bullish on the dollar.

  • US equities 'great again' for Europe’s fund buyers

    US equities ‘great again’ for Europe’s fund buyers

    US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.

  • Politically charged eurozone offers high yield and equities bargains – Brooks Macdonald

    Politically charged eurozone offers high yield and equities bargains – Brooks Macdonald

    Although a shadow of political risk hovers over Europe, those keen to invest in the region can take advantage of some resilient high yield bonds and relatively cheap stocks, according to Brooks Macdonald head of research Richard Larner.

  • State Street’s Anderson targets US value stocks as growth dips

    State Street’s Anderson targets US value stocks as growth dips

    Global growth will struggle in 2017 and investors are advised to move away from expensive sectors and pivot to those that offer value, according to Kevin Anderson, State Street Global Advisors’ Hong Kong-based head of investments for Asia Pacific.

  • Which asset classes lost investors most money in 2016?

    Which asset classes lost investors most money in 2016?

    Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.