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.
AXA Investment Management has reduced its global equities recommendation to neutral and suggests investors consider going underweight in Euro area equities.
|
|
The majority of investment professionals now consider developed market equities as overvalued, according to a new survey.
|
|
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 and regulatory issues are likely to continue to drive M&A within the wealth management space, says Bellpenny CEO, Kevin Ronaldson.
|
|
Europe is still very much on investor buy lists, but the scene is changing and a more discerning approach is needed.
|
|
Despite a 16% increase in underlying expenses, the asset manager remains positive about the second half as retail net inflows continue to grow.
|
|
The UK all companies sector has topped a study carried out to establish the most consistent investment performers of the past three years.
|
|
It is fair to say that this week is the very peak of the summer as far as the investment industry goes but it could be a bad time to take your eye off the ball.
|
|
According to Nick Train, manager of the Finsbury Growth and Income Trust, there remains long term value in the UK market.
|
|
Its a mantra weve all become accustomed to: equity valuations are not cheap, but nor are they excessively expensive. But are we just setting ourselves up for a fall?
|
|
High-alpha equity team manager William Low has left Scottish Widows Investment Partnership and joined Nikko Asset Management as head of global equities.
|
|
Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.
|
|