Equities

  • Heptagon to launch ‘future trends’ fund

    Heptagon to launch ‘future trends’ fund

    Heptagon Capital is planning to launch the Heptagon Future Trends Equity Fund within the next couple of months, CIO Arnaud Gandon told Portfolio Adviser.

  • Market weakness is an opportunity for biotech investors

    Market weakness is an opportunity for biotech investors

    Up until three months ago, the rise of the biotechnology sector seemed inexorable – the reference benchmark had more than quintupled its value since July 2010.

  • Financial sector shuffling eases volatility

    Financial sector shuffling eases volatility

    Guy de Blonay, who manages a financial equities fund for Jupiter AM, reveals two strategic allocation decisions that have helped performance through a year of volatility.

  • Liontrust on hunt for micro cap gems

    Liontrust on hunt for micro cap gems

    Liontrust’s Victoria Bates and Matt Tonge are already on the hunt for micro cap diamonds for their soon to launch fund.

  • Dollar cash outperforms MSCI World year-to-date

    Dollar cash outperforms MSCI World year-to-date

    If you had invested all your cash in dollars as a euro-based investor this year, you would have earned a better return than if you had emulated the MSCI World. Moreover, equity returns seem to have become completely tied to exchange rate movements.

  • PA ANALYSIS: Bulls on parade, but beware an earnings shock

    PA ANALYSIS: Bulls on parade, but beware an earnings shock

    The latest BofA Merrill Lynch Fund Manager Survey has found reignited appetite for risk amid expectations of a December Fed rate hike, but are investors being premature?

  • Easyjet’s record profits do not stop share slide

    Easyjet’s record profits do not stop share slide

    Easyjet shares have fallen significantly today despite the airline reporting full year profits up 18% to £686m.

  • Green tech may drive policy after climate conference - Jupiter

    Green tech may drive policy after climate conference – Jupiter

    Green technology may drive policy after the upcoming climate conference, which could create investment opportunities, according to manager of Jupiter Green Charles Thomas.

  • Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold

    Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold

    United Kingdom equities are in a period of ‘elevated risk’ which necessitates having a thorough ‘safety check’ built into investment processes, according to Miton UK Value Opportunities fund manager Georgina Hamilton.

  • Fund manager profile: Julie Dean

    Fund manager profile: Julie Dean

    Intentional or not, sharing its name with an unfinished Jane Austen novel has some resonance for Sanditon; a firm that is only just beginning its first chapter.

  • Equities rally to slow, says Pictet

    Equities rally to slow, says Pictet

    The rebound in global equities since the beginning of October looks largely played out, unless there is a turnaround in earnings forecasts, said Christophe Donay, chief strategist at Pictet Wealth Management.

  • Tech is the key to returns, says Neptune’s Dowey

    Tech is the key to returns, says Neptune’s Dowey

    We are entering a new chapter where technology is the most important area to consider when investing, according to Neptune’s James Dowey.