The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
Equities
-
-
Fund managers hug benchmarks when volatility rises
According to new research, active fund managers are doing their clients a disservice by hugging their benchmarks exactly at the wrong time: when volatility is at its highest.
-
Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
-
PA ANALYSIS: Stick everything in US assets and relax?
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’ Clayton targets “tech in disguise” stocks
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.
-
OMGI’s Weatherston still banking on Abenomics
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 prices OMAM share sale
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.
-
Russian stocks rally as Trump policy priorities take shape
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?
-
Smith beats Woodford in Tilney Bestinvest rankings
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.
-
ESG demand grows despite performance doubt
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.
-
FTSE 100 will smash 7300 in 2017, AJ Bell predicts
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.
-
Markets shrug despite inflation hitting two-year high
Inflation in the United Kingdom hit a two-year high in November according to the Office for National Statistics.