UK equities – where is the next big opportunity?
UK equity fund managers tell us where they are finding value, despite the FTSE’s recent heights.
Newton
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Beware the financial assets boom – it will only end in tears
Our view – and it is one we have stated many times – is that the issues facing the global economy are largely structural, not cyclical.
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Nine Asia ex Japan funds for when the going gets tough
Asian equities are going through tough times, writes Rowan Dartington investment director Tim Cockerill, but that does not mean investors cannot make healthy long-term returns with the right funds.
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PA Analysis: Jupiters star hire bodes well for EM alignment
Jupiter Asset Management CEO, Martin Slenderbroek recently compared the firm to the oil services industry.
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Jupiter nabs newton’s pidcock
Jason Pidcock has resigned from Newton Investment Management and is to join Jupiter to build up its Asian Income fund capability later this year.
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Mexico an investment work in progress
According to Newtons Paul Schenk, Mexico remains very much a work in progress as expectations remain somewhat apart from reality.
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Newton sounds note of caution on equities euphoria
Risks seen around bullish views on US economy, Fed
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New managers lead Newton Oriental and HI
Newton switches lead portfolio managers on Higher Income and Oriental funds.
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Is everything really better
Newton’s Global Higher Income team has questioned the validity of the economic recovery and believes that “escape velocity” is still some way off.
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Small cap income funds join White list
Sanlam’s income study sees the addition of Unicorn and Chelverton’s small-cap income funds to its white list; Newton Higher Income and Jupiter Income have moved onto its grey and black lists respectively.
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Smith and Williamson hires Tineke Frikkee
Ex-Newton Higher Income Fund manager Tineke Frikkee is to join Smith & Williamson Investment Management to head up its UK Equity Income Trust.
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Newton builds on high yield expertise
Newton Asset Management has expanded its global fixed income team with the hire of high yield specialist Khuram Sharih.
