While we believe the fundamental environment remains sound, it’s not improving. As risks are rising, prudent investors may want to consider the merits of positioning portfolios more conservatively, at least at the margin. Though we don’t think a recession or bear market is imminent, returns going forward may be more muted than they have been…
Global and UK investors selling out of UK equities provide scope for future gains, argues Richard Buxton, manager of the Old Mutual UK Alpha Fund. Outflows from UK equity funds have persisted for four years. The Bank of America Merrill Lynch survey of global investors shows they have rarely been so underweight in the UK…
Choppy markets, rising inflation and the threat of interest rate hikes: investment risk may be on the rise. In this video, Adam Laird, Head of ETF Strategy for Lyxor ETF, discusses three ways you can use ETFs to protect a portfolio.
Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Old Mutual Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to strategies seeking returns that are uncorrelated with…
The Baillie Gifford Corporate Bond Fund has changed its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment; the name is changing but the investment philosophy remains the same. In this film, Torcail Stewart and Lesley Dunn, managers of the fund, discuss why their ‘through-the-economic-cycle’ approach to investing has…
Breaking the upward trend of the 2017 market rally, Asia’s equity markets were significantly more volatile during the first quarter of 2018. As a result the MSCI All Country Asia ex Japan Index returned only 0.7% over the quarter.
After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US. Over the last 12 months, oil prices have shot up by almost 30%. The US economy is now at “full” employment, with businesses reporting a shortage…
In the latest edition of The Thomas Report, Nigel Thomas explores how companies’ ability to respond to change is crucial to success.
The four major cloud computing companies (Google, Microsoft, Amazon and Facebook) have all posted very strong revenue growth for the first quarter of 2018. More interesting from a long-term perspective is the outsized (and to some degree unexpected) increases in capital expenditure that each company showed… Read more Investment Risks This Fund may have a…
We noted a much more optimistic feeling on-the-ground in Nigeria during a recent visit, with the country now back on the investible map after a number of positive developments last year. With an improved functioning exchange rate system and the benefits of higher oil, the optimism remains intact for 2018. Key Takeaways Our recent visit…
Technology has been a driving force in equity markets over the last 12 months but the sector continues to divide investors. Watch Ali Unwin discuss what he believes are some of the most common misconceptions when it comes to investing in technology.
Understanding the return premium and exploring the diversification potential
