Equities

  • ONS survey points to equities aversion

    ONS survey points to equities aversion

    Stocks, shares and premium bonds were considered the least safe way of saving for retirement, according to the Office of National Statistics (ONS).

  • Andrews Gwynne ups cash as it cuts US holdings

    Andrews Gwynne ups cash as it cuts US holdings

    Leeds-based DFM Andrews Gwynne has moved up to a near 25% cash weighting, having significantly cut exposure to US equities and treasuries.

  • The benefits of feel good funds

    The benefits of feel good funds

    One of the most experienced SRI investors in the UK picks out water, executive pay and speed of information as big issues impacting her funds today.

  • Are equity risk premiums really still attractive?

    Are equity risk premiums really still attractive?

    Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally

  • Rathbones duo remains bullish on US

    Rathbones duo remains bullish on US

    David Coombs, head of multi-asset investments at Rathbones and senior research analyst Mona Shah have co-authored a report making the case for US equities versus their European counterparts.

  • Policy missteps biggest threat to growth in Asia – Matthews Asia

    Policy missteps biggest threat to growth in Asia – Matthews Asia

    Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.

  • Investors not willing to part with defensive assets post-Brexit

    Investors not willing to part with defensive assets post-Brexit

    The Investment Association’s August fund sales data showed investors still proceeding with caution after the Brexit vote, favouring fixed income and absolute return strategies.

  • PA ANALYSIS: Is a Trump presidency the best outcome for investors?

    PA ANALYSIS: Is a Trump presidency the best outcome for investors?

    If Donald Trump gets elected to the US presidency, this could turn out to be a blessing for the nation’s economy according to some fund managers, but others are worried.

  • Neptune US equities manager exits

    Neptune US equities manager exits

    Lead manager of the Neptune US Income and the Neptune US Opportunities funds James Hackman is leaving the firm to pursue other opportunities.

  • EM dividends are here to stay – JP Morgan AM

    EM dividends are here to stay – JP Morgan AM

    If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.

  • Amundi sees flow from Europe to EM

    Amundi sees flow from Europe to EM

    The European market is actually more volatile than emerging markets, said the firm’s deputy global head of equities, Alexandre Drabowicz.

  • UK investor sentiment reaches 2016 high – Lloyds

    UK investor sentiment reaches 2016 high – Lloyds

    Investor sentiment in the United Kingdom has reached a new high for 2016, according to the Lloyds Bank Investor Sentiment Index.