Lord King
Lord King explains why he thinks the UK economic recovery is now well and truly in place and set to remain in place for the next few quarters at least.
Equities
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Is smart money going to flood into smart beta
Elements used in smart beta have been around for many years but the strategy as it is presently defined is seeing a notable a rise in interest and product offerings over recent months.
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Peter Mitchell announced as SW new banking head
Former CAF Bank CEO Peter Mitchell will replace Neil Cullum as Smith & Williamson’s head of banking.
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A view through the rearview mirror
Ian Kernohan looks back over the first six months of 2014 and compares RLAMs expectations in January to the reality.
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Barings staying overweight equities
Barings Asset Management is remaining overweight in equities due to a belief that global monetary policy will be supportive of market valuations.
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Goldman says FTSE 250 inexpensive
Goldman Sachs believes FTSE 250 stocks look inexpensive despite the building likelihood of a UK interest rate hike in late 2014 or early 2015.
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PA ANALYSIS is energy back on shopping list
Out of favour in markets over the past years, energy equities are starting to capture the imagination of investors and making it on their to-buy lists.
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BlackRock says ETP flows outpacing last year
Global ETPs have gathered $36.3bn in June meaning year-to-date flows are ahead of the same point in 2013, BlackRock said.
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Fidelity still prefers Japanese and US equities
Fidelity Solutions is maintaining a clear preference for Japanese and US equities despite the continued improvement in the UK economy, portfolio manager Nick Peters said.
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Pricing up our obsession with valuation
Loopings, barrel rolls, corkscrews and a lot of G-forces: do you think you can handle this? So reads a spam email Ive just received from what purports to be a dream job offer for a roller coaster tester in Holland.
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Central banks likely to stay the top story
As we enter the second half of 2014 one of the most important themes is the divergence of central bank strategy around the world and how this will hit different asset classes.
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Fidelity appoints new European equities manager
Fidelity Worldwide Investment has appointed Alberto Chiandetti as portfolio manager of its European Opportunities Fund.