Equities

  • Hidden active fund costs amount to £1.75bn - SCM Direct

    Hidden active fund costs amount to £1.75bn – SCM Direct

    Hidden transaction costs for actively managed UK domiciled funds are currently running at around 0.38% per annum, or £1.75bn according to research by SCM Direct.

  • Why not go offshore?

    Why not go offshore?

    UK investors have historically shunned offshore funds as being vehicles for tax avoidance, existing in an alternative regulatory regime, or simply for being unavailable – but today, all of that has changed.

  • Unicorn tops fund performance chart for second year running

    Unicorn tops fund performance chart for second year running

    Unicorn Asset Management has topped the FundCalibre Fund Management Equity Index list of top performers for the second year running.

  • Negative interest rates: Keynes revisited

    Negative interest rates: Keynes revisited

    Negative interest rate policies have started to unnerve investors, even though Sweden, Denmark, the eurozone and Switzerland have all had negative policy rates for over a year.

  • Markets are from Mars, economies are from Venus - JPMAM

    Markets are from Mars, economies are from Venus – JPMAM

    Equity markets have become increasingly disconnected from how the economy is doing recently; a cautionary tale for index-based investors, said Stephanie Flanders of JP Morgan Asset Management.

  • Rathbones sticks with risk assets as investors overreact

    Rathbones sticks with risk assets as investors overreact

    Rathbones has said it continues to favour risk assets including an overweight to United States equities despite recent volatility, due to a belief that investors are overreacting to negative news headlines.

  • Expand your mind

    Expand your mind

    Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.

  • PA ANALYSIS: Yellen reminds markets the Fed is in charge

    PA ANALYSIS: Yellen reminds markets the Fed is in charge

    Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.

  • Yellen sends equities upward once again with dovish speech

    Yellen sends equities upward once again with dovish speech

    Federal Reserve chair Janet Yellen has once again lifted European markets with a dovish speech.

  • The freedom to perform

    The freedom to perform

    Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns.

  • China and Brexit – the two triggers for a market correction

    China and Brexit – the two triggers for a market correction

    The majority of fund buyers in the Basque country and in much of the rest of Europe expect another market correction this year. Fund managers at Expert Investor Spain, held in Bilbao last week, identified China and Brexit as the main possible triggers for this.

  • Franklin Templeton targeting MENA opportunities

    Franklin Templeton targeting MENA opportunities

    Oil price concerns and a weak economic outlook in the Middle East and North Africa are factored into the region’s equity valuations now, according to Franklin Templeton Investments.