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.
Equities
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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.
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Caught off guard, ETF investors head for safe havens
European exchange-traded fund (ETF) investors caught off-guard by the volatility at the start of the year, sheltered assets in traditional safe havens such as gold, according to analysis by Morningstar.
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UK dividends lag rest of world
Total dividends paid out by the United Kingdom’s companies fell 5% year on year in the first quarter of 2016, according to the latest Henderson Global Dividend Index.
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BMO scores Aberdeen senior equities man
BMO Global Asset Management EMEA has added Phil Webster to its European Equities team, effective immediately.
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PA ANALYSIS: It could be the perfect time to buy UK equities
With investors cutting back on United Kingdom equities allocations an enticing contrarian opportunity is emerging.
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Rigid focus on cost a false economy in active/passive debate
There is an overriding focus on cost rather than value at work within the financial services sector, says Jason Broomer, head of investment at Square Mile Investment Consulting and Research.
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Burberry shares on the slide as profit falls
Burberry Group shares slid over 5% this morning after the clothing and handbag maker reported a big drop in profits.
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EM sentiment may fizzle: BNP Paribas
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
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Baring ups Asian EM exposure
Baring Asset Management’s multi asset group has increased its exposure to emerging Asian markets for the first time in years and upgraded the asset class from a neutral to preferred.
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PA ANALYSIS: The big choices for UK equity investors
Googling for news on the FTSE 100 yesterday afternoon yielded some interesting results. So far this week, the index has ‘tumbled’, ‘climbed’, ‘faltered’, ‘closed higher’, ‘slipped’ and ‘bounced back’, indicative of its longer-term trend.