Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Cyclicals
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Unicorn’s Game: Why we’re backing ‘unloved’ UK industrials
The UK has a lengthy pedigree in precision engineering
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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Time to take profits on reflation trade winners
Companies with strong balance sheets and solid earnings will rise again in ‘transition phase’, says Banque Syz discretionary management head
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Sophie Meatyard: The winners and losers of 2018
Defensives finish the year strong after two violent sell-offs as investors eschew the ‘buy the dip’ mentality
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PA ANALYSIS: Yarrow, Stick and co leading defensives revival
Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.
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Five defensive calls to guard your portfolios in a downturn
Cyclical stocks have enjoyed a recent boom as reflation expectations cranked up a gear. We asked fund managers for their thoughts on the best defensive sectors ‘left behind’ in the great cyclical rotation.
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FTSE 100 will smash 7300 in 2017, AJ Bell predicts
Rising oil prices, cheap domestic stocks and weaker sterling will create the perfect storm for the FTSE 100, boosting it to a record 7340 by the end of 2017, according to AJ Bell investment director Russ Mould.
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Fed rate hike means risk rally could be short lived – BAML
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
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Tech and regional banks – opportunities under Trump’s ‘new normal’
The market’s adjustment to life under President-elect Donald Trump has been worryingly quick say Matt Ward and Jenny Jones.
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Treasuries and cyclicals valuations stretched after Republican clean sweep – BAML
The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.
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Miton’s Jane backs US and emerging equities in inflationary scenario
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton’s multi-asset range, said he would have to restructure roughly half of his portfolio.
