Equities

  • Investment Strategy Correlation regime change

    Investment Strategy Correlation regime change

    The financial crisis taught us that in extreme cases the major asset classes are all highly correlated and, as asset allocators have since learned, achieving appropriate diversification for clients is now harder than ever.

  • Former Schroders Lambden joins Barings as CIO

    Former Schroders Lambden joins Barings as CIO

    Global head of equities, Ken Lambden, is leaving Schroders to join Barings Asset Management as CIO.

  • Hermes EM Asia vs JO Hambro Asia ex Japan

    Hermes EM Asia vs JO Hambro Asia ex Japan

    This weeks PA head to head looks to the other side of the world and weighs up the pros and cons of two Asian equities funds which are worth a look.

  • Schroders launches onshore version of EM fund

    Schroders launches onshore version of EM fund

    In a bid to make the product more accessible to UK retail investors, Schroders has launched an onshore version of its ISF QEP Global Emerging Markets Fund.

  • emerging markets recovery running out of steam

    emerging markets recovery running out of steam

    A significant recovery in sentiment and valuations of emerging markets assets has been under way over recent months but

  • GAM restructuring bearing fruit

    GAM restructuring bearing fruit

    According to GAM CEO, David Solo, the restructuring process is now largely complete and the results are evident.

  • AXA IM going cold on equities

    AXA IM going cold on equities

    AXA Investment Management has reduced its global equities recommendation to neutral and suggests investors consider going underweight in Euro area equities.

  • Majority of investment pros equities overvalued

    Majority of investment pros equities overvalued

    The majority of investment professionals now consider developed market equities as overvalued, according to a new survey.

  • Five top funds for growing income

    Five top funds for growing income

    Investors have always had distinct ideas about what they want from their portfolios, but with the government and employers starting to step back from the responsibility of securing the future financial affairs of individuals, it is apparent

  • Demographics regulation still driving WM MA

    Demographics regulation still driving WM MA

    Demographics and regulatory issues are likely to continue to drive M&A within the wealth management space, says Bellpenny CEO, Kevin Ronaldson.

  • whats happening to european equities

    whats happening to european equities

    Europe is still very much on investor buy lists, but the scene is changing and a more discerning approach is needed.

  • Henderson profits boosted by 5bn in net inflows

    Henderson profits boosted by 5bn in net inflows

    Despite a 16% increase in underlying expenses, the asset manager remains positive about the second half as retail net inflows continue to grow.