“If you cannot find a relatively small number of really exciting, attractively valued stocks in a market like the US, the you should really question why you are a stock picker in the first place,” argues Baillie Gifford’s Tom Slater.
Burberry Group shares spiked by over 7% on Wednesday after a better than expected sales update was released to the market.
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.
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.
Sterling leapt 1.4% today as markets welcomed the restoration of some stability in British politics following the referendum on European Union membership.
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.
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.
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.
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
M&G Investments fund manager Charles Anniss is leaving the firm after 16 years to pursue another opportunity.
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.
NN Investment Partners revealed this week it is retaining a preference for equities, real estate and spread products, post-Brexit.
