New analysts join SandP
S&P Capital IQ has announced a raft of new hires as part of the expansion of its equities operations.
Equities
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dont get carried away by ytd equity rally
Our in-house quantitative signals show that on a relative basis, Europe ex UK and emerging market equities may be lagging in terms of seeing more numerous earnings upgrades.
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january fund sales record books
Long-term funds attracted their highest monthly inflows in seven years in January, with both bond and equity sales contributing to the strength in numbers, according to Lipper data.
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protect portfolios from mass equity
So much for the 'great rotation' from bonds into equities, says Lombard Odier's Karen Guinand and Stephanie Kretz, who envisage a worst case scenario of a mass equity sell off instead.
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Real estate attractive but trumped by equities
Real estate will continue to offer attractive yields, but will be outperformed by equities in the growth stakes, according to ING IM.
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Principal buys lions share of Liongate
Principal Global Investors has bought a majority stake in Liongate Capital Management in a bid to meet increased client demand for both alternative investments and portfolio-wide hedged solutions.
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Kames revamp fee structure on absolute return fund
Kames has removed the performance fee on its UK Equity Absolute Return Fund in a bid to simplify the charging structure following RDR.
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Profits fall at Henderson
Henderson AUM increased marginally in 2012, but the firm’s profits fell by 8% the end of year report showed.
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Schroders re-opens US small-cap strategy
Schroders has re-opened its US mid-cap strategy to capitalise on renewed investor appetite for developed market equities.
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African opportunities
There is an abundance of high-yield opportunities in Africa for those investors prepared to take a bit more of a risk, a research report from Jupiter Asset Management suggests.
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potter – world running out of bearish reasons
Investors considering allocating to equities for the first time in years could do a lot better than “dipping their toes in the water” with large caps, according to Gary Potter, co-head of multi-manager funds at Thames River.
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Equities rise as sterling plummets
The UK equity market is outpacing its European counterparts, and could continue doing so despite on-going currency woes according to the chief investment officer at Coutts.