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.
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.
The longer-term cyclical recovery story in Europe remains intact according to Heartwood Investment Management.
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.
Tesco saw its shares slide over 5% despite reporting a return to profitability after a troubled period.
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.
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.
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 Asset Management has topped the FundCalibre Fund Management Equity Index list of top performers for the second year running.
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.
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 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.
