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