Thesis AM launches UK equities model portfolio
Thesis Asset Management has launched a UK equities only model portfolio, initially available via the Fusion Wealth Platform.
Equities
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Wealth managers to grow European equity holdings, cut the US
European equities are the asset class of choice for wealth managers in the second half of this year, with US exposure to be cut, according to delegates at Portfolio Adviser’s Summer Congress 2015.
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PA ANALYSIS: How deep should your US equities cut be?
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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Sumi Trust launches JPX-Nikkei 400 focused fund
Sumitomo Mitsui Trust Group has launched the Japan Quality Growth Fund, in response to ‘overwhelming investor appetite’ for the JPX-Nikkei 400 index.
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HEAD-TO-HEAD: Lazard Global Equity Income vs Artemis Global Income
This week’s Head-to-Head gallery pits Lazard Global Equity Income against Artemis Global Income.
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More work needed before China A-shares are included – MSCI
MSCI put off a decision to include China A‐shares in its global benchmark index until issues related to market accessibility are resolved.
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BAML says markets being ‘oversold’ on Greece worries
Bank of America Merrill Lynch’s research team believes markets are getting oversold on renewed concerns of a ‘Greek accident’ and bond market volatility.
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Rathbones phasing out multi-manager with income fund launch
Rathbones Unit Trust Management has significantly reworked its multi-asset offering as the firm moves away from the multi-manager approach.
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PA ANALYSIS: Eurozone bonds and equities combining to wrong-foot investors
As the longest day of the year approaches investors may well be struggling to work out how they should position portfolios for the summer markets.
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LGIM calls for end to FTSE 350 quarterly reports
Legal & General Investment Management has issued a letter to the boards of FTSE 350 companies outlining its support for the removal of the requirement for companies to disclose financials on a quarterly basis.
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HEAD-TO-HEAD: Investec UK Special Situations vs. Liontrust Special Situations
Special situations is the backdrop for this week’s head-to-head battle, with Alastair Mundy’s Investec UK Special Situations Fund, squaring off against Julian Fosh and Anthony Cross’s Liontrust Special Situations Fund.
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Top five funds cashing in on the European equities shift
With European equities funds benefiting from a big QE-inspired asset allocation shift over the past six months we have delved into the FE data to find out which actively managed funds have grown in size most over the period.