Still betting on equities – Investec’s Stopford
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
Equities
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PA ANALYSIS: Is it time to rethink mega caps?
Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.
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Nutmeg gives US equities vote of confidence
The United States is ‘on course for sustained recovery’ according to Shaun Port, CIO at online wealth manager Nutmeg.
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Black out at LGIM
Richard Black, manager of the £591m Legal & General UK Equity Income fund, is to leave the firm to pursue an as yet unknown role overseas.
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Is ‘recovery’ the best play in a fully-valued market?
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
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PA ANALYSIS: Does Toshiba scandal raise Japanese equities alarm bells?
News overnight that one of Japan’s flagship companies Toshiba has been found to have engaged in extremely dodgy accounting over recent years may set off alarm bells for those holding Japanese funds.
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Baring warns of slow growth decade
Baring Asset Management has warned that the next decade could see slower growth around the world than some expect.
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Financials boost UK’s Q2 dividend payout to record
A 33.3% year-on-year rise in financial sector dividends helped push the total dividend paid by UK companies to a record £29.2bn for the second quarter.
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Avoiding arrogance and macroeconomic beartraps – European Wealth
Having surpassed £1bn in assets under management less than five years into its existence, European Wealth’s fearlessness in deviating from its peers is paying off.
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PA ANALYSIS: Where next for the Chinese equities rollercoaster?
It has certainly been an interesting year for investors in Chinese equities, to put it mildly.
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Global AUM stalled in Q2- Lipper
Assets under management in the global fund market stalled at $36 trillion during the second quarter of the year, according to data company Lipper.
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Great expectations for Japan
Turnaround stories are an investor’s best friend, and we believe the biggest in the world today is Japan.For more than two decades from 1990, Japan’s economy was beset by the deflating of a major asset price bubble.