Courtiers boots F&C and LGIM funds from ethical strategy
Courtiers has sold its holdings in two F&C ethical funds and an LGIM ethical trust over concerns about the strictness of their screening processes.
Equities
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Asset managers follow fund buyers and put cards on EM
Fund management companies expect the world’s highest returns over the next 12 months to be found in emerging markets. They have severely downscaled their return prospects for European equities over the past couple of months, apparently in response to the attitudes of their clients.
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Just how green is ESG investing?
Environmental, social and governance investing may be a burgeoning global business but do investors really know how green their investments are?
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PA ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
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European investors lukewarm about US equities – Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
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Deutsche Bank WM overweights China equities
The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
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Rathbones’ Coombs keeping faith with Japan
Rathbones head of multi asset investment David Coombs has decided to keep his Japanese equities holdings steady rather than bank profit from the recent good run the asset class has had.
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Mixed assets, money market win as investor caution ratchets up
Money market and mixed asset funds were the flavour of the month as UK investors continued to head for the hills in September, the latest data from the Investment Association showed.
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Invesco’s Barnett puts domestic-facing slant on portfolio
Invesco Perpetual’s head of UK equities Mark Barnett has out more of domestic-facing slant on his portfolio in light of the robust growth generated despite the uncertainty created by Brexit.
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IG and government bonds hit as eurozone inflation worries rise
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
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PA Video Insight: A value inflection point coming
The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.
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‘Brexit losers’ looking increasingly attractive – Columbia Threadneedle
The confusion and capitulation that have come with the UK’s vote to leave the EU have and will continue to create opportunities within the UK equity space, argue Columbia Threadneedle’s UK team.