Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
Equities
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Defensive dividend payers overdue for re-pricing – JPMAM
Defensive dividend payers are overdue for a meaningful re-pricing as the UK market starts to stabilise from the initial trauma of Brexit, according to Talib Sheikh, of J.P. Morgan Asset Management.
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Sterling leaps as PM appointment soothes markets
Sterling leapt 1.4% today as markets welcomed the restoration of some stability in British politics following the referendum on European Union membership.
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Don’t give up on UK dividends
From mid-caps to life insurance companies, wealth managers and oil giants, there are still plenty of opportunities for income earning post-Brexit, argue UK equity income managers.
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PA Congress Insight: ‘Scotland was made for shorting’: Kames Capital’s Goddin
Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.
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EM equities poised for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, says Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
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PA Congress Insight: The rise in dividend benefits for non-income investors
For someone who does not run an income fund, Columbia Threadneedle’s Mark Westwood has a more-than-healthy respect for the dividend characteristics of companies in what has been an incredibly tough 2016 for UK equity managers
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M&G European equities manager exits
M&G Investments fund manager Charles Anniss is leaving the firm after 16 years to pursue another opportunity.
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M&A deals will continue to boost biotech
At first glance, it seems large healthcare companies have lost interest in M&A. According to Dealogic, year-to-date deal volumes are 25% lower than for the same period last year.
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NN IP retains US equities and real estate preferences post-Brexit
NN Investment Partners revealed this week it is retaining a preference for equities, real estate and spread products, post-Brexit.
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Fund managers warn on European bank stress
The banking sector’s worrisome low valuations have the potential to spark a financial crisis, fund managers said.
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Asset managers ‘monitoring situation’ as property fund fears grow
Asset managers with large UK property funds are weighing up their responses to a spike in redemptions.