Kames absolute return manager to step down
David Griffiths, co-manager of the Kames UK Equity Absolute Return, Equity Market Neutral and Kames Market Neutral Plus funds, is to leave the firm at the end of July for family reasons.
Kames Capital
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Kames’ Roberts: Central banks stuck by “mother of all asset bubbles”
Mark Carney should admit central banks have created the “mother of all asset bubbles”, according to Kames Capital.
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Kames: IA’s ‘hokey cokey’ makes UK Equity Inc sector redundant
The Investment Association has been accused of doing the ‘hokey-cokey’ with the UK Equity Income sector by two Kames Capital managers, so much so they believe the sector has become ‘redundant’.
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PA ANALYSIS: ‘Caution over chaos’ or bold action after Article 50?
While the momentous triggering of Article 50 was rather anti-climactic, should investors proceed with caution or carry on as before?
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Investors ‘risk playing it too safe’ as PM signs Article 50 letter
The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.
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Valuation nadir doubt hangs over Next
UK retail bellwether Next beat low analyst expectations in its 2016 results but doubt remains its low valuation will recover.
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Economic resilience to ‘power’ US equities to new highs – Kames
February’s US business and consumer confidence surprised on the upside this week, leading Kames Capital’s multi-asset head to conclude US equities have farther to climb.
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Kames welcomes FCA’s light touch on illiquid assets
A Kames Capital fund manager has welcomed news the FCA does not intend to stop investors accessing illiquid assets via open-ended funds, even after last summer’s post-Brexit panic.
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Italy and France situations creating fixed income opportunities – Kames
Savvy fixed-income investors may be able to exploit the weakness of Italy’s economy versus those of other countries including France, according to Kames’ fund manager James Lynch.
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Kames’ Ryan betting on Paddy Power Betfair despite revenue hit
Kames Capital UK equity manager Audrey Ryan has argued Paddy Power Betfair has several competitive advantages that make it appealing still, despite reporting today it had lost £5m in the fourth quarter of 2016 due to the startling outcome of the US election.
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Income investors need to look abroad in 2017 – Kames
United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.
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Kames global fund goes overweight Japan
Kames Capital’s Global Equity Income fund has moved to an overweight position in Japan, with 10% of the fund now invested there versus the 8% benchmark.
