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.
Investment
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stable US now tapering to start
In line with our expectations, tapering did not mean tightening and in our view, yesterdays tapering announcement was orchestrated to maintain a stable market environment.
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pa analysis alternatives illiquidty
The proliferation of multi-asset funds has led to an increased number of asset classes being open for investors, and some less accessible ones moving more into the mainstream.
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Jupiter hands Petheram two Bezalel mandates
Jupiter has reshuffled the management teams across several of its funds, effective from 1 January.
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Carphone Warehouse leads gains for Avigdori
BlackRocks Adam Avigdori is remaining balanced between developed and developing world equities in his Income and Growth investment trust as economic indicators improve in the west but growth prospects remain stronger in emerging markets.
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Chelverton exploits noise for income opps
The managers of the Small Companies Dividend trust have seen a slowdown in the rate of earnings growth but are not concerned, as they have suggested it reflected too-high analyst expectations rather than a deterioration of corporate strength.
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Coutts he who dares wins but safely please
In its 2014 investment outlook fresh off the printing press this morning, Coutts has captured the three strategies that investors should consider when building a portfolio for the New Year.
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FCA doubles its remit in 2014
The Financial Conduct Authority is expecting a significant rise in the number of regulated firms next year as it takes over from the Office of Fair Trading as watchdog of the consumer credit market next year.
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pa analysis gold bound to return
The usual reasons for owning gold – inflation hedge, rising prices – are being run out of town – no inflation, falling prices – so why should investors still own it?
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draghi blusters as dark clouds loom over eu
If nothing else, it is difficult not to admire Mario Draghis style. After two tempestuous years at the helm of the European Central Bank, battling from one crisis to the next, he continues to catch onlookers unaware.
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Half of IFAs to reject closed-end funds
More than half of discretionary fund managers will be placing business into investment trusts in the next six months, while almost half of financial advisers will reject the closed-end structure.
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Patience needed but gold will shine again
Charles Stanley Directs Rob Morgan has said the case for gold still exists despite the miserable performance of gold mining equities and a declining bullion price.