PA ANALYSIS: The Bats indices launch is shrewd move
Bats Europe’s launch of a set of indices to rival the famous FTSE range may well turn out to be a very shrewd move which works out well for Bats and helps investment firms’ bottom line.
Bats Europe’s launch of a set of indices to rival the famous FTSE range may well turn out to be a very shrewd move which works out well for Bats and helps investment firms’ bottom line.
The vote on Brexit is now less than two weeks away and markets are increasingly feeling the ill effects of the uncertainty.
Outcome-based investing is the investment structure of the decade and is predicated on maximising risk management first and eeking out returns second.
Financial markets have lacked direction in recent months, with the main equity indices all very close to where they were at the start of the year. Macroeconomic data are not strong enough to reinvigorate the bull market, yet not sufficiently weak to stoke fears of recession.
When Woodford Investment Management contemplates a new fund, the market tends to sit up and take notice and, with good reason.
As the Brexit vote looms the focus is on what it will mean for Britain, but there is another side to this coin.
Sterling’s latest dramatic fall demonstrates investors’ need to manage both currency as well as equity volatility, but do the big funds deliver in mitigating these risks within your portfolios?
European equities have been the best-selling asset class with European investors in recent history. However, this hasn’t benefited those funds that invest exclusively in equities listed in one particular European country.
Growth in IFAs outsourcing investment services to DFMs continues apace or is indicative of ‘X’ or ‘Y’ have been common refrains across the trade press in recent months.
Every asset class has its time in the sun and periods where nobody wants to touch it with a barge pole.
That there was a bid for Alliance Trust announced on Tuesday was a lot less surprising for many commentators than that it was the Rothschild Investment Trust contemplating the offer.
A poll of European fund selectors conducted last year by Portfolio Adviser’s sister site, Expert Investor, showed that active share is an important fund selection metric for more than 80% of them. However, very few fund houses regularly update investors about the active share of their funds. Should they be more open?`