US equity funds have a hard time in beating their peers on a sustained basis. Only 4.28% of 678 US equity funds analysed by S&P managed to consistently finish in the top-quartile during three consecutive one-year periods from September 2012 to September 2015. So no wonder investors prefer the passive option…
Shares in Shire have jumped over 4% on Tuesday, reversing much of the 7% fall seen yesterday triggered by news it had reached a deal to acquire US peer Baxalta.
River and Mercantile relaunches its UK Equity Unconstrained fund as the UK Dynamic Equity fund, with Philip Rodrigs as lead manager.
Standard Life Investments has said it intends to vote against Royal Dutch Shell’s bid for BG group as it is ‘value destructive’.
Asset management firms that have bet on China’s consumer and services industry seem to be on the right track as the central government guides an economic transition.
As we start 2016 there is at least one thing which is strikingly similar to the same time last year.
Rathbone Brothers said total funds under management rose to £29.2bn at the end of December 2015, 7.4% higher than the prior year, helped by a strong showing from its unit trust division.
China’s stock market slumped by 7% for the second time this week, sending other indices around the world including the FTSE 100 down sharply as well.
Evidence suggests investors used Q4 dips to buy into markets, with retail equity fund sales rebounding in November, according to the Investment Association.
Richard Buxton has said the possibility of ‘Brexit’ is one of three big risks UK equities investors face this year.
Skagen Funds’ head of UK wholesale Tim Gordon, who helped front the Norwegian asset manager’s entry into the UK retail space, has left the firm.
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
