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.
Equities
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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.
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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.
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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.
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STEP launches TMPI Regional Indices
STEP has expanded its Trustee Managed Portfolio Indices service with the launch of regional indices.
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Woodford reverses his Rolls Royce position
Neil Woodford has sold his stake in Rolls Royce after losing hope the company will turn around its fortunes.
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BlackRock warns equity markets are ‘running on empty’
Most equity markets have been ‘running on empty’ in 2015 with price-to-earnings multiple expansion and dividends hiding ‘sins’ such as flat or falling earnings, according to the BlackRock Investment Institute.
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Invesco rewards European equities success with promotion
Invesco Perpetual has announced the promotion of Oliver Collin and Matthew Perowne to fund managers within its European equities team.
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Resources may hold back wider dividend growth, says Lofthouse
Ben Lofthouse, fund manager of Henderson International Income Trust, said aggregate dividend growth may be constrained by the weakness of the resources sector in 2016, but he is still optimistic elsewhere.
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Defensive assets continue to find favour
Defensive assets continued to lead in October, according to the latest data from FundsNetwork
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PA ANALYSIS: A ‘true blue’ Autumn Statement to reassure investors
The first ‘true blue’ Autumn Statement since John Major’s government in the 90s was short on surprises but had enough substance to reassure UK equities investors.
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House builders, Rolls Royce push FTSE upwards
House builders’ share prices made big gains on Wednesday and dragged the FTSE 100 index up with them.