The top five funds of 2015 so far
As the calendar ticks over to the second half of 2015 we have delved into the FE data to find out who has ‘shot the lights out’ during the first six months of the year.
Equities
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Carmignac adds media and tech focused fund manager
Carmignac has boosted its fund management team with the appointment of David Older as a senior fund manager.
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PA ANALYSIS: Mixed messages making UK equities a tricky call
Mixed messages on the health of the United Kingdom’s economy are making deciding on a UK equities weighting a particularly tricky task right now.
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Why now is ‘show me’ time for European Equities
The argument that European equities look cheap on a relative basis – which was true for the last six years, during which time European equities returned more than 200% in absolute terms via dramatic re-rating – can no longer be made.
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PIMCO targets global equity markets with four-strong fund suite
PIMCO has expanded its global equity offering, teaming up with investment solutions provider Research Affiliates on the launch of a four-strong fund suite.
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European equities carnage as Greece saga takes another twist
Markets around the world have once again been spooked by Greece as the European Central Bank limited funding over the weekend and capital controls were imposed.
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How going short extends UK alpha opportunities
Going short is one differentiating factor behind Chris Kinder’s extended alpha equity strategy fund and a skill not practised by many competitors in the UK All Companies sector.
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Beating the bank and capturing higher beta
Asset managers have strongly outperformed during the past 25 years, says Tim Guinness, CIO of Guinness Asset Management, so is it time to look at the business behind the fund managers?
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European fundamentals intact despite Greece- Heartwood
Fundamentals underpinning European equities remain intact despite the ongoing Greece saga, according to Jaisal Pastakia, investment manager at Heartwood Investment Management.
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Japanese rally will not be sustained unless risk aversion reduced
The recent rally in Japanese equities will only be sustained if corporate Japan cuts back on its risk aversion, according to economics consultancy Fathom Consulting.
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Fed rate hike will cause ‘modest corporate discomfort’ – Fitch
Fitch Ratings has said a gradual hike in the United States’ base interest rate would likely result in lower profits and slower growth, due to increased borrowing costs for US companies.
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BlackRock’s Swan warns of bubbling in China
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.