Equities

  • Rethinking retail as traditional retailers adapt

    Rethinking retail as traditional retailers adapt

    According to Rob Jones – Co-head European Equities, UBP, the tyranny of choice is beginning to work against pure internet based retailers in many areas, opening up opportunities for some more traditional retailers

  • Three UK equity fund newcomers to look out for

    Three UK equity fund newcomers to look out for

    Head of investment research at Morningstar OBSR, Ruli Viljoen, picks his top three newcomers into the UK equity fund space.

  • Why you should be wary of the big fish

    Why you should be wary of the big fish

    Bank of England Governor Mark Carney says the UK is now “more than halfway towards the finishing line” in its recovery, but does that mean we should be looking more towards UK-focused businesses, in particular small-cap equities?

  • BlackRock tipping Korean equities

    BlackRock tipping Korean equities

    Korean equities are set to benefit from favourable monetary policy and regulatory moves according to BlackRock.

  • Europes engine room losing power

    Europes engine room losing power

    German equities have lost ground during the third quarter of the year relative to

  • 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.