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
Equities
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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FTSE 100 slides on triple whammy of worries
The FTSE 100 slid 1.2% to 6822 on Monday morning as widespread negative sentiment hit shares across the board.
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Japanese equities preferred to eurozone – NN IP
Japanese equities could be preferable to eurozone equities due to higher corporate profitability and greater political certainty, said NN Investment Partners.
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Green investing and tobacco are reliable options in an uncertain world – Sarasin
Henry Boucher, deputy chief investment officer at Sarasin, pointed to environmental and tobacco companies as his most reliable bets for investing in an increasingly unreliable world.