Kames’ Snowden: Why you should not wait for market dip
Big macro calls on asset allocation could be a fool’s errand as the UK economy and markets enter a prolonged period of stability, according to Kames’ Stephen Snowden.
Big macro calls on asset allocation could be a fool’s errand as the UK economy and markets enter a prolonged period of stability, according to Kames’ Stephen Snowden.
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Hawksmoor Investment Management is warning against investing in the Alternative Investment Market’s (Aim) five largest companies, which it has dubbed the ‘AbFab’ stocks.
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Despite adopting a cautious approach to risk, UK investors expect to generate an average 8.7% return on investments over the next five years, according to the Schroders Global Investor Study.
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Asset managers must embrace technological developments that will drive exponential change in the industry or risk missing out on growth, according to a PwC report.
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Up to 75,000 jobs in financial services could be lost in post-Brexit upheaval, the Bank of England believes.
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Investing in blue-chip companies is a dying trade as they are most at risk from disruptive market forces, according to equity managers at Hermes and Kames.
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Philip Hammond needs to admit his promise to eradicate the UK’s budget deficit by the mid-2020s is “no longer sensible”, a report from the Institute of Fiscal Studies (IFS) has said.
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Bond and equity markets were left unmoved after ECB-president Mario Draghi announced on Thursday that the ECB will cut the size of its monthly asset purchases in half from January next year.
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Asset managers expect a hawkish move by Mario Draghi at the European Central Bank’s (ECB) board meeting today.
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The pace of UK economic growth beat expectations in the third quarter of the year, further increasing the chance of an interest rate rise next week.
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If fund managers seek to deliver consistent alpha, they’d better refrain from pushing too many buttons, says Rob van Wechem, head of investments at private bank Oyens & Van Eeghen in Amsterdam.
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Dividends paid by UK companies rose 14.3% to hit £28.5bn in the third quarter of 2017, which is a record payout for the quarter and the third largest quarterly total ever, according to Capita Asset Services.
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