Equities

  • Fed policy will be slow but not necessarily steady – Neuberger Berman

    Fed policy will be slow but not necessarily steady – Neuberger Berman

    The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.

  • Buxton bails out of Rolls-Royce

    Buxton bails out of Rolls-Royce

    Richard Buxton has sold his shares in Rolls-Royce.

  • PA ANALYSIS: The stockpickers strike back

    PA ANALYSIS: The stockpickers strike back

    It’s at this time of the year we look back for defining features of the past 12 months, and for many there’s one clear trend that deserves some recognition.

  • When things change

    When things change

    QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.

  • Rolls-Royce shakes up senior management

    Rolls-Royce shakes up senior management

    Rolls-Royce is carrying out a shakeup of its senior management in a move which it hopes will be the first step in turning around its fortunes.

  • AIC annual survey finds big drop in sentiment

    AIC annual survey finds big drop in sentiment

    The 2015 Association of Investment Companies annual poll of fund managers found significantly less optimism than last year, but those with a positive outlook were still in the majority.

  • Look no further than equities for diversification

    Look no further than equities for diversification

    Invesco’s Alexander Tavernaro explains why he sees equities as the answer when looking for diversification away from…erm…equities.

  • Demographics, deflation and disruption bode well for Asian investors - Schroders

    Demographics, deflation and disruption bode well for Asian investors – Schroders

    Investing in Asia requires the ability to ignore market noise says Robin Parbrook, Schroders’ head of Asian ex Japan Equities.

  • FTSE 100 slumps under 6000 despite petrol price fall

    FTSE 100 slumps under 6000 despite petrol price fall

    The FTSE 100 has slumped to under 6000 during trading today as miners and some financials suffered big falls.

  • Nine EM funds to consider for 2016

    Nine EM funds to consider for 2016

    Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.

  • Train dragged down by Daily Mail, Pearson

    Train dragged down by Daily Mail, Pearson

    Nick Train’s Finsbury Growth and Income Trust had a ‘disappointing’ November in large part due to the performance of the Daily Mail and Pearson, the manager said.

  • STEP launches TMPI Regional Indices

    STEP launches TMPI Regional Indices

    STEP has expanded its Trustee Managed Portfolio Indices service with the launch of regional indices.