Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
Royal Mails first-half operating profits have doubled to £283m, helping its shares climb close to 5% and silence its critics over its valuation.
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
Ruffer’s Steve Russell and Hamish Baillie have said they lack faith in today’s buoyant equity market because the best argument for buying stocks is there are few alternatives.
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
Given the bond bubble has not burst, equity markets have not collapsed, and even emerging markets are showing signs of improving, Max King explains to the doom-mongers what is really happening.
It's clear Janet Yellen faces challenges ahead at the Fed, on a personal level as well as professional one with commentators already looking to get a handle on who she is and what she stands for, and getting the nicknames ready.
After a 30-year bull market in bonds, the past three months have seen the first signs of tensions related to an ultimate end to QE.
A quick look at the screens shows the MCSI World has climbed 22% year-to-date, the FTSE 100 up by 15% in the same period.
UK All Companies fund sales surged in June, boosting the sector from the 35th to the fourth most bought between May and June as investors poured into UK equities.
With equities surging ahead in the first half of this year, recent volatility has meant inevitable talk of a correction with investors wanting to protect their gains.
The manager of Smith & Williamson's European Growth Trust, Mark Pignatelli, is to retire from fund management and he will leave the group at the end of the year.