Equities

  • PA ANALYSIS: Clouds gathering ahead of Chancellor’s Autumn Statement

    PA ANALYSIS: Clouds gathering ahead of Chancellor’s Autumn Statement

    As we enter winter there are clouds on the horizon for the United Kingdom economy and Chancellor George Osborne has to deliver his Autumn Statement against an increasingly murky backdrop.

  • Contrarian view on US equities can reap rewards – Legg Mason

    Contrarian view on US equities can reap rewards – Legg Mason

    Taking a contrarian view on United States equities can reap rewards according to Evan Bauman, co-lead manager of the Legg Mason ClearBridge US Aggressive Growth Fund.

  • SLI adjusts fund to VW impact

    SLI adjusts fund to VW impact

    Volkswagen’s emissions scandal has implications for European automotive sector equities, said Andrew Millington, Standard Life Investment’s investment director of European equities.

  • Construction is booming in Japan

    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.

  • 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.