Woodford planning higher income fund launch
Neil Woodford is considering launching a ‘higher income’ fund to be run alongside the £9bn Woodford Equity Income Fund he launched in 2014.
Equities
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Going against the herd – How to find value in Japan
Many companies are mispriced because they are misunderstood. Find out how a disciplined valuation approach is uncovering opportunity in overlooked areas of corporate Japan. This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for…
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PA ANALYSIS: The other side of the Brexit coin
As the Brexit vote looms the focus is on what it will mean for Britain, but there is another side to this coin.
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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.