investment professionals see equity tide changing
Developed market equities are seen as undervalued by half of investment professionals, according to the latest survey by the CFA Society, while 73% think government bonds are overvalued.
Equities
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equity income corporate bonds bestinvest
Analysis from Bestinvest shows that investors moved to and stayed in more defensive assets during May and June as confidence waned and uncertainty returned.
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GLG builds Asian long-short equity team
GLG Partners is putting together a long-short Asian equity team based in Hong Kong.
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Equity vehicles suffer as fund sales crash
European investors withdrew 13.1bn from equity funds in May, while bond funds hit their lowest monthly total inflows of the year at 6.6bn, according to Lipper.
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JP Morgan AM launches EM income fund
JP Morgan is to launch an emerging market income fund that will be run by EM equities CIO Richard Titherington though will have the ability to invest in fixed income as well.
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BBH launches global research proposition
Brown Brothers Harriman has launched a Global Portfolio Strategy research product to help portfolio managers with their international equity allocation.
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manager changes as invesco hong kong loses ho
Samantha Ho has left Invesco Hong Kong with Mike Shiao and Joseph Tang taking over her fund management responsibilities.
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equities and fixed income dominate ifa allocation
Legal & General Investments’ latest research shows equities will continue to dominate IFAs’ asset allocation over the coming 12 months.
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Europes having a mare but is worth a punt
Fancy a flutter this weekend? Well heres a tip for you… keep your eyes fixed on a dark horse, Europe.
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vfm points to equities lsd to bonds
While money flows from investors point to fixed income assets, a value-for-money argument shows equities offer the greater opportunities.
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syz co imports us equity strategy into europe
Syz & Co is to make a new US equity strategy available to European investors, managed by Kansas-based Scount Investments.
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equities hold sway co fundamentals to the fore
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.