European equities are the asset class of choice for wealth managers in the second half of this year, with US exposure to be cut, according to delegates at Portfolio Adviser’s Summer Congress 2015.
The Fed has signalled a rate rise, and dollar strength has played its part, but it will take unforeseen events to halt the US equity rally.
F&C Investment Trust saw its dividend per share rise for the 44th consecutive year in 2014, the group announced in its annual statement.
While analysts ponder exactly how many punters are going to part with up to £13,500 each for the new Apple Watch, others are seeing healthier examples of innovation elsewhere.
Despite the subjectivity nature of picking Oscar winners, this year’s bunch were a fairly predictable lot – no surprises, nothing left field and all pretty drab.
JP Morgan Fusions Tony Lanning, says he maintains a healthy exposure to the region with a continued focus on active stock pickers
The S&P 500 breached a landmark level of 2000 last week so, in keeping with the craze, is it time to pour an ice bucket over an overheating market?
Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.
Roberto Cominotto, manager of the JB Energy Transition Fund at Swiss & Global, on the opportunities in the expansion of North American energy infrastructure as a result of the shale oil and gas revolution.
Lombard Odier Investment Managers (LOIM) has launched a US-focused equity fund which aims to provide investors with an absolute return in all conditions.
Following the departure of head of US equities Cormac Weldon, Threadneedle has hired four to expand the team.
Chris Kitchenham discusses three ideas he is rather excited about at the moment.
