Equities

  • Mayo explains absolute return preference

    Mayo explains absolute return preference

    Wellian Investment Solutions investment director Chris Mayo has picked out absolute return and commercial property as asset classes he has been targeting recently, outside the staples of equities and bonds.

  • markets swing violently as Greece runs out of time

    markets swing violently as Greece runs out of time

    European equities markets have seen a sharp fall and steep climb back this morning as time runs out for Greece to strike a deal on its debt obligations.

  • Time to rotate as bond proxies priced out

    Time to rotate as bond proxies priced out

    An inflection point is taking place across equity markets inviting investors towards more cyclical names.

  • Active share neither silver nor bullet shaped

    Active share neither silver nor bullet shaped

    Robin Geffens call for the Financial Conduct Authority to make the disclosure of active share mandatory is the latest shout in what is a growing clamour for better ways to provide evidence of what he refers to as truly active management.

  • Pictet goes overweight on European equities

    Pictet goes overweight on European equities

    Pictet Asset Management has upgraded its weighting to European equities as it believes the economy is beginning to turn the corner.

  • Greece returns to haunt European markets

    Greece returns to haunt European markets

    The threat of a far left victory in the snap Greece election on 25 January has sent the FTSE 100 downwards as 2015 trading begins in earnest.

  • Be wary of high dividend yields Barnett

    Be wary of high dividend yields Barnett

    In the current low wage growth, low deposit environment, Invesco Perpetual UK equity head, Mark Barnett has warned investors to avoid falling for the yield trap.

  • OMGI rolls out European small co fund

    OMGI rolls out European small co fund

    Old Mutual Global Investors has launched the Old Mutual Europe (ex UK) Smaller Companies Fund.

  • Shanghai connect worth getting excited about

    Shanghai connect worth getting excited about

    Designed to provide foreign investors with access to over 550 Shanghai-listed A shares, there are lots of reasons to be excited about the ‘through train’.

  • Henderson launches two credit funds

    Henderson launches two credit funds

    Henderson Global Investors has launched two credit funds to meet what it sees as the growing demand for sophisticated fixed income products.

  • Six UK small cap funds to keep an eye on

    Six UK small cap funds to keep an eye on

    Harwood Multi-Manager’s manager Richard Philbin looks at six UK smaller companies funds that are worth monitoring.

  • Russell Investments sees slim pickings in equities

    Russell Investments sees slim pickings in equities

    Russell Investments has said there are signs unpredictable and irrational equities markets will mean there are slim pickings for good buying opportunities but it retains its marginal preference over fixed income.