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.
Equities
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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.
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PA ANALYSIS: Will rate hike and loan rise be a chance for the challengers?
With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?
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Emerging markets: a source of value?
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” William Arthur Ward
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US bull market could be the longest in history – Artemis
There is nothing to suggest that the US equity bull market is over, says Artemis’ Simon Edelsten, and it has the potential to be the longest in history.
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UK equities benefiting from M&A uplift
UK equities are benefiting from a big upswing in mergers and acquisitions according to data company Intralinks.
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PA ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
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BlackRock slashes charges as passive price war heats up
BlackRock has slashed the charges on some of the trackers in the BlackRock Collective Investment Funds range by more than half.
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Banks are still too risky and opaque – Franklin Templeton
Banks are still too opaque and afflicted by risk to warrant investor interest, according to Franklin Templeton’s Colin Morton.
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Chinese index plunge drags global equities lower
The Chinese stock market fall of 8.5% in one session has hit market sentiment on equities around the world.