Is retail the place 4 U
Fate has hung up on Phones 4u but, with Dixons Carphone and others set to benefit, is it time for investors to make another call on the retail sector?
Equities
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Polar Capital launches new healthcare fund
Polar Capital has launched a Healthcare Blue Chip fund managed by Daniel Mahony and Gareth Powell, supported by their team of three other professionals.
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Inflows fall away as investors get nervous
Net flows into equities and bonds have been tiny so far this month according to data from Bank of America Merrill Lynch.
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Threadneedle American Smaller vs Legg Mason Royce
This edition of PAs head-to-head compares two of the best performing US small-cap funds available at the moment.
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Time to dig a moat around your portfolio
As the geopolitical and monetary policy worry list grows, an old concept may well be set for a new lease of life.
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Buxton says markets must climb wall of worries
Old Mutual Global Investors’ Richard Buxton has said markets will have to climb a ‘wall of worries’ during the latter part of the year.
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Will bull market maturity trigger moves
With UK equities at a high, the last thing Schroders needed was another high-profile fund manager departure, especially having lost Richard Buxton last year.
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Rogue Scottish opinion poll causes carnage
The pound fell significantly in value on Monday and some UK equities slid sharlpy after a poll published at the weekend reported a slim majority in favour of Scotland leaving the United Kingdom.
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US ETP investors leave Europe EM funds gain
The global ETP market had a strong finish to the summer, reporting inflows of $23.3bn in August, Blackrock said on Thursday.
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Three key client trends to watch Faulkner
There are three key trends influencing the way clients want to engage with investment houses, says River & Mercantile CEO Mike Faulkner.
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Brazier and Hutchins leave
Threadneedle’s head of UK equities Simon Brazier and co-manager Blake Hutchins have resigned from the firm with immediate effect.
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Commodity related equities A sector in transition
Its been a rocky summer for global equity markets with escalating geopolitical risk, concerns over sanctions on Russia destabilising the world economy