Why fund managers must underweight Shell
While Royal Dutch Shell’s £47bn acquisition of BG Group is something of super-sized deal for the FTSE, it promises to be a weighty problem for active and passive funds alike.
Equities
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Currency caution and capsize concerns
Buying the worst house on a good block is a mantra that has served many a property developer well over the years. The converse to that, however, makes a less compelling argument especially if ones overriding philosophy is location, location, location.
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Dividends set to rise 7 this year
Ordinary dividends from FTSE 100 and FTSE 250 companies are forecast to rise 7% on an aggregate basis to £79.3bn this financial year, according to a new report from Markit.
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Fed split revelation threatens US equities
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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Macro funds leading the way in 2015
Global macro has been the best performing hedge fund strategy during the first quarter of 2015, research by GAM has revealed.
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Why ‘Sell in May’ makes more sense this year
Sell in May is a hackneyed notion thats bandied around as every spring dawns, but UK political uncertainty spells a special case for caution this year.
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Man GLG launches European mid-cap fund
Man GLG, the discretionary investment management business of Man Group, has launched the Man GLG European Mid-Cap Equity Alternative Fund, managed by Moni Sternbach.
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Italy and tech biggest small cap winners
Italian and tech companies made the biggest share price gains among European small caps during March, according to Euromoney Indices.
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Dividends the focus but resilience the key
With many a UK investors eye trained toward the upcoming election and the prospect of a high level of volatility leading up to and following the vote, resilience is a word that keeps cropping up.
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Three industries to prosper as Europe recovers
While much of the recovery in European stock markets in recent years has been driven by multiple expansion, we are now starting to see encouraging signs of earnings progress.
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Saracen launches UK income fund
Saracen Fund Managers has launched the Saracen UK Income Fund, managed by Scott McKenzie.
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RWC launches new Japan fund
RWC has launched the RWC Nissay Japan Focus Fund with day one investment totalling approximately $40m.