Construction is booming in Japan
Japan falling into a technical recession despite the monetary stimulus measures that have been taken does not mean there are no bright spots in the country, including a booming construction sector.
Equities
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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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.