SHAM: Pity the fool – why I’m late going big in Japan
Striking workers, royal babies, a Tory majority, lefty Labour, tensions with Russia, the unexplained popularity of U2… today’s parallels with the mid-1980s are striking.
Equities
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Buxton reveals all about new role/buys BP
Incoming OMGI chief executive Richard Buxton has stressed the £2.2bn UK Alpha Fund will still account for more than half of his time, addressing fears that his new role could see him lose focus on investment.
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Stockpickers’ delight as US enters next phase of cycle – Neptune
Bottom-up investing will be crucial to US equity investors as the market enters the next phase of the investment cycle, according to Neptune’s Felix Wintle.
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Factor Five: US funds for all states of play
Profiting from the world’s largest and most entrepreneurial economy is never an easy feat and, with equities looking expensive, it is clearly time to be very selective.
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Europe is world’s ‘comeback kid’ – Julius Baer
Europe is becoming the world’s ‘comeback kid’ in economic terms, according to chief strategist at Julius Baer Christian Gattiker.
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FTSE 100 profits slide as supermarkets struggle
FTSE 100 companies saw pre-tax profits fall 36.7% to a five-year low of £11.9bn last quarter, according to the Share Centre’s Profit Watch UK report.
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PA ANALYSIS: Is predictable monetary policy making asset allocation an easy game?
As news of healthy numbers in the United States today hardens expectation that the Federal Reserve will raise rates next month or very soon after, investors may be thinking everything is just as heavily advertised.
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Why short-term investing is strictly a ‘mug’s game’
Tackling retail wealth management from a very institutional perspective is an approach that is delivering for two former Lloyds colleagues.
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Markets already pricing in global recovery, warns Coram AM
Financial markets appear to be pricing in an expected global economic recovery according to Coram Asset Management.
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Rate rises won’t help active managers- S&P Dow Jones Indices
Interest rate rises in the United States and United Kingdom expected in the relatively near future will not help active managers to outperform the market, according to S&P Dow Jones Indices.
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PA ANALYSIS: The great global equity fund flop
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
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Standard Life shares slip on pension worries, slowing inflows
Demand for Standard Life Investments’ MyFolio and multi-asset suites helped ease the pain of falling annuity sales, Standard Life said in its first half results.