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.
Equities
-
-
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.
-
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.
-
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.
-
Hermes’ Williams says ‘Brexit’ could prompt QE return
Hermes Investment Management’s chief economist Neil Williams has warned that a United Kingdom exit from the eurozone could prompt the return of Bank of England quantitative easing.
-
Markets spooked as Greece talks go to the wire
The FTSE 100 fell significantly as markets fretted over whether Greece will fail to reach a deal with its creditors and default on its €300m International Monetary Fund payment tomorrow.
-
Eliminating commission conflicts a key driver of growth – Arbuthnott
Eliminating all potential conflicts of interest has been the lynchpin of why Arbuthnott Latham has grown as much as it has in the past ten years, says StJohn Gardner, head of investment management.
-
Stanhope: ‘Whip-saw’ markets catching managers off guard
The current ‘whip-saw’ nature of equity markets is catching out hedge fund managers, particularly those using stop-loss risk controls, according to Stanhope Capital’s CIO Jonathan Bell.
-
PA OPINION: Active share trend ‘misunderstood and misused’
‘Active share’ is fast becoming fund management’s equivalent to the selfie stick. A fashionable parade of vanity that’s damn annoying for everyone else out of the picture.
-
Martin Currie hires Sarasin man to head equity income
Martin Currie Investment Management has hired Sarasin & Partners’ Mark Whitehead to lead its newly formed equity income team.
-
PA ANALYSIS: How safe is all that new cash in European equities?
June is shaping up to be a significant month in the history of the European Union, and for European shares.
-
UBP strengthens EM franchise with RBC hire
Union Bancaire Privée has further strengthened its presence in the UK with the appointment of Mathieu Nègre as head of emerging market equities.