Energy the contrarian bet for 2014
Despite underperforming the past two years, all hope is not lost: energy investments could play out favourably for those willing to risk it.
Equities
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Buyout deals see uptick in value
Private equity buyout firms have had their strongest year of deal making since before the global financial crisis.
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Stock selection is crucial in Europe
Stock selection will be crucial to delivering performance from European equities in 2014, according to Rory Bateman, head of UK and European equity at Schroders.
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stock market setback overdue
Barclays Wealth and Investment Management believes a stock market setback is long overdue and has been adding further to its cash positions.
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Party still going strong
Its the day after our office Christmas party, and my inbox is bulging like Santas sack with heaps of commentators views on the next investment crackers, and those assets as appetising as yesterdays plate of cold sprouts (image included!).
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Threats will be external not US says Schroders
Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.
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Sports bets have helped stave off stagnation
Nick Train, manager of the Lindsell Train Global Equity fund, is increasingly seeing strong performance from the media companies in his portfolio, and in particular those with exposure to sports rights.
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How Gam manager Linsey is playing strained EMs
The performance of emerging markets has suffered in recent years, however, many of the key issues are not new or unusual, wries Matt Linsey, manager of the GAM Star North of South EM Equity Fund.
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why analysts believe Tesco is a buy
Little more than a year ago funds guru Neil Woodford sold out of Tesco, telling investors that although he was loathed to sell a company so cheap, the risks made him feel uneasy. Consensus on the stock is turning, though.
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IT and redundancy costs weigh on Brewin profits
The national wealth manager says office closures are likely a thing of the past and has vowed to look to the future by focusing on three core areas, in spite of multi-million pound redundancy and computer software costs pulling its pre-tax profit down.
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Too complacent on the UK recovery
The OBR is widely expected to revise up its UK growth predictions in Thursday’s Autumn Statement, but are bullish investors too complacent about Britain’s recovery?
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Forum sets out stall for equity investors
The Investor Forum has been launched by the Collective Engagement Working Group as a response to the Kay Review on equity markets and long-term decision making.