Global equities improve on the sum of its regional parts
Welcome to our ‘Insight into global equity investing’, a detailed analysis of the opportunities and ways of avoiding potential pitfalls around this asset class in 2016.
Equities
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
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PA ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
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Natixis affiliate rolls-out European growth and value funds
Paris-based asset manager DNCA has launched its European Growth and Value funds into the UK retail market, through parent Natxis Global Asset Management.
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ITV results send its shares downward
Broadcasting company ITV saw its shares fall despite reporting a 6% rise in annual pre-tax profits of to £641m.
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Morningstar’s Smit to head up sustainability service
Steven Smit, currently CEO of Morningstar’s Benelux unit has been appointed head of sustainability at the research and investment consulting business.
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Barclays sees 10% fall as FTSE climbs
Barclays shares have fallen over 10% to 153p as the bank announced its full year profits were 8% lower than last year at £2.073bn.
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Global equities exposure hit record high in 2015
Investors’ exposure to global equities reached a record high of 51% in 2015, according data from State Street Global Performance Services featured in a report by Sarasin & Partners.
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Pease takes Henderson to court
Richard Pease has filed a High Court claim against his former company Henderson Global Investors over what he sees as unpaid money owed, according to a Sunday Times report.
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RBS shares plummet as it confirms eighth annual loss
Royal Bank of Scotland shares plummeted by 8.5% to 223p as it revealed a £1.98bn loss and postponed its dividend.
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JPM macro managers use healthcare shares to counter low inflation
Taking long positions in healthcare and telecoms equities is an effective way to address continuing low inflation, according to the managers of the JP Morgan Global Macro Opportunities Fund.
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Lloyds shares rocket as it announces dividend plan
Share in Lloyds Banking Group leapt 9.7% to 68p as the bank revealed its plan to pay a special dividend.