India “moving in the right direction” – Mirae
India remains a favourite among emerging markets as political reforms are moving the country in the right direction, according to Mirae Asset Global Investments.
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Equities
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Fund trends: Follow the leader
A graveyard for active managers or a door to tech and healthcare opportunities? The US market remains under scrutiny from wealth managers and analysts alike.
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Easing currency risks support Asian equities
A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
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AXA IM hires new head of EM fixed income
AXA Investment Managers has appointed Michael Ganske as head of emerging markets fixed income, based in London.
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Buxton: Brexit “not going to happen”
Brexit should not concern investors because it is “simply not going to happen”, according to Old Mutual Global Investors chief executive Richard Buxton.
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PA ANALYSIS: Is the real ‘value’ still in growth investing?
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
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PA ANALYSIS: Smart investors may be buying rather than selling this summer
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
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Don’t ‘sell in May and go away’ – JPMAM
With May just around the corner, a closer look at the FTSE All-Share Index during the past 30 years show that the old trading adage “sell in May” is a myth, according to JP Morgan Asset Management global market strategist Alex Dryden.
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Europe’s cyclical recovery story remains intact – Heartwood
The longer-term cyclical recovery story in Europe remains intact according to Heartwood Investment Management.
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PA ANALYSIS: The fundamental approach is the route to Asian success
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
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Tesco shares on the slide despite return to profit
Tesco saw its shares slide over 5% despite reporting a return to profitability after a troubled period.
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PA ANALYSIS: Are value stocks diamonds or landmines at the moment?
The big shift from the growth style of investing into a value style has been played out a number of times, but there are reasons to believe it could be an unwise move this time around.