Only 1% of European equities managers stay top quartile
Only slightly over 1% of European equity large cap funds have managed to consistently secure a top-quartile finish over the past three years, fresh research by Expert Investor reveals.
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Over half of UK equity funds could see Brexit-linked boost – PureGroup
55% of UK equity funds are positioned to benefit positively from the expanding default spreads that are expected to come with an increase in short term market risks associated with Brexit, new research by PureGroup reveals.
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Higher allocation to Europe-ex-UK a route to greater diversification
High correlation between equity markets continues to hamper diversification efforts, according to Societe Generale.
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PA ANALYSIS: Is there a future for single country equity funds?
European equities have been the best-selling asset class with European investors in recent history. However, this hasn’t benefited those funds that invest exclusively in equities listed in one particular European country.
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Markets finishing week on positive note as FTSE climbs
Markets are ending the week on a positive note as the FTSE 100 climbed close to 1% in morning trading.
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Three views on the next big worry
At the FSA Growth Forum in Hong Kong, Capital Group, Investec and M&G weighed in on what a Donald Trump presidency would mean to the markets.
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Look to US equities for income while waiting – JPMAM
While markets are calm it’s better to collect dividends from US equities than put money in cash or fixed income, said David Kelly, JP Morgan Asset Management’s chief global strategist.
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PA Expert Insight: The need to differentiate between value and Value
Growth stocks have done rather well in relative terms in recent years, while many of the traditional value sectors have been hit hard, leading asset allocators to question whether or not rotation is in order.
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Goldman Sachs says BRICs still have their place
BRICs can still be a part of investors’ broader emerging markets exposure, according to Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
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Lower yield hurdle could mean a “more vibrant” equity income sector
Royal London Asset Management fund manager Martin Cholwill has argued that lowering the FTSE All-Share yield requirement by 10% will help rejuvenate the UK’s equity income sector.
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Milway in, Wintle out in Neptune manager reshuffle
Neptune Investment Management has hired Robin Milway as investment director and head of stock strategy, while Felix Wintle, ex-manager of the Neptune US Opportunities Fund, has exited the firm.
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Firming oil price could buoy Russian market
Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.