Equities

  • Performance indicators can they be trusted

    Performance indicators can they be trusted

    There are a number of measures advisers can use to assess investment managers performance. One of these, the Global Investment Performance Standards (GIPS), hit the headlines recently when Rathbones announced it was GIPS compliant. But what are GIPS, how do they compare

  • threadneedle appoints quartet for us equities team

    threadneedle appoints quartet for us equities team

    Following the departure of head of US equities Cormac Weldon, Threadneedle has hired four to expand the team.

  • Going away this summer

    Going away this summer

    According to Investecs Max King, the current market environment is proving to be as benign a background for multi-asset investment as one could hope for.

  • Carney speech could threaten FTSE 100 earnings

    Carney speech could threaten FTSE 100 earnings

    Mark Carney’s comments on interest rates at Mansion House last night are the clearest sign yet that a rise is not far off and could lead to earnings downgrades for some FTSE 100 companies.

  • Thesis makes big move into defensive funds

    Thesis makes big move into defensive funds

    Thesis Asset Management has increased its exposure to defensive style equity funds to take advantage of what it says is the relative cheapness of the underlying stocks, particularly in the mega-cap sector.

  • PA mini World Cup of stock markets

    PA mini World Cup of stock markets

    With the biggest sporting event in the world now upon us PA looks at how some of the nations competing match up in a mini tournament based on stock market performance over the past year.....

  • Is it time to shun UK retail stocks

    Is it time to shun UK retail stocks

    As Sainbury’s becomes the latest UK retail name to announce falling sales investors may well be asking themselves whether it is a sector to steer clear of all together in the near term.

  • BlackRock launches two new ETFs

    BlackRock launches two new ETFs

    BlackRock has launched new emerging markets and US equities exchange-traded funds on the London Stock Exchange.

  • TSB to be sold on the cheap

    TSB to be sold on the cheap

    Lloyds Banking Group has set the price range of its proposed listing of TSB at 220-290p, a level which implies it will be sold at less than its book value

  • Two ways to play the shift to value

    Two ways to play the shift to value

    Chris Kitchenham discusses three ideas he is rather excited about at the moment.

  • Dipping a toe back into banks

    Dipping a toe back into banks

    Samantha Gleave, fund manager in the LionTrust cashflow solution team, says Banco Santander is first retail bank to be added to their funds in a number of years.

  • Natixis launches two new SICAVs

    Natixis launches two new SICAVs

    Natixis Global Asset Management has launched two new Luxembourg-based SICAVs.