Woodford stays in top spot despite UK investors going international
Neil Woodford’s equity income fund grabbed its frequent position at the top of the fund sales charts in November despite UK investors increasingly opting for non-UK focused funds.
Equities
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Andrews Gwynne blasts “irresponsible” bulls
A bullish mood towards equities is “beyond irresponsible” according to Andrews Gwynne, which also claims investors are burying their heads in the sand over economic woes.
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PA Video Insight: US investment outlook
The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.
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Neuberger Berman planning double multi asset-launch
Neuberger Berman has announced it will launch two new multi-asset Ucits funds in the coming weeks.
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Twelve stocks to cash in on Christmas with
Christmas is just around the corner, but who could cash in on the festivities? Ian Forrest, investment research analyst at The Share Centre, gives investors his tips on the 12 companies he thinks could benefit from the festive season.
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JPMAM goes underweight duration for first time in two years
JP Morgan Asset Management has shifted its asset allocation to go underweight duration for the first time since 2014.
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Investec puts EM equities on hold
John Stopford, manager of Investec Global Multi Asset Income Fund, said the portfolio has turned more pro-growth but has zero exposure to emerging market equities.
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November a month of two halves for fund sales
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
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Trump Tantrum in emerging markets prompts $24bn exodus
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
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Asian investor confidence slips on Trump fears
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.
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Has the Great Rotation finally arrived?
In the aftermath of the US elections, investors have been selling off bonds and buying equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
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Sector investing the focus for 2017 – Citi
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.