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.
Markets are ending the week on a positive note as the FTSE 100 climbed close to 1% in morning trading.
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.
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.
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.
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.
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.
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.
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.
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.
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.
BMO Global Asset Management EMEA has added Phil Webster to its European Equities team, effective immediately.
