PA ANALYSIS: Why equity markets are oversold
October has seen equities rally somewhat, indicating that investors believe markets are oversold – but is this really the case?
FTSE 100
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Rising M&A activity can reverse fund’s fortunes – M&G’s Dobell
Increasing levels of M&A activity can reverse the fortunes of ‘dog fund’ M&G Recovery, according to manager Tom Dobell.
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Active management crucial as market ebbs and flows – Hambi
Active management is crucial to riding out current market volatility, says Standard Life’s Bambos Hambi, and will allow investors to unearth some great buying opportunities.
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Investors divided on how to react as markets decouple
Global markets have grabbed a handhold on the equities cliff as China continues to fall, and managers are divided on how best to react.
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PA ANALYSIS: Market carnage could push Fed rate rise back to 2016
China’s shadow over global markets is pushing a US interest rate rise to December, and unless it relinquishes its grip the wait could go on even longer.
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Narrowed focus needed as stock market slide continues
Selective investing is key to negotiating the ongoing stock market slide, says City Asset Management’s James Calder.
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Deutsche expands ETF offering with equally weighted FTSE 100 tracker
Deutsche Asset & Wealth Management has added to its exchange-traded fund range with the launch of equally weighted FTSE 100 tracker.
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SHAM: My cat, Brian, versus the greedy stock pickers
Brian, my cat, has a new game – the ‘food maze’ encourages feline finesse, using his paws to push treats down through three tiers to a tray where he can feast to his heart’s content.
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Is ‘recovery’ the best play in a fully-valued market?
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
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LGIM calls for end to FTSE 350 quarterly reports
Legal & General Investment Management has issued a letter to the boards of FTSE 350 companies outlining its support for the removal of the requirement for companies to disclose financials on a quarterly basis.
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Markets spooked as Greece talks go to the wire
The FTSE 100 fell significantly as markets fretted over whether Greece will fail to reach a deal with its creditors and default on its €300m International Monetary Fund payment tomorrow.
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Clearing the active passive fog around increasingly blurred lines
Post-RDR, the passive and active camps have both moved on, with debates around active share, index biases and cost all coming to the fore in the spirit of innovation.
