Any UK-based European equity manager will have had his head filled with Brexit over the past few months but, as Mike Buhl-Nielsen points out, it is only one of a long list of headwinds all managers are facing
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Utilities is a great example of a sector where customer choice means there will be corporate winners and losers, an ideal scenario for a long/short fund manager.
As there are more headwinds than tailwinds influencing investment strategies today the demand for investments that are uncorrelated to equities and bonds is on the rise.
Some form of state-provided consumer protection covering financial products is needed to overcome the “advice gap” in the UK, says Simon Willoughby, head of Proposition for Axa Wealth International.
Growth stocks have done rather well in relative terms in recent years, while many of the traditional value sectors have been hit hard, leading asset allocators to question whether or not rotation is in order.
A global long/short equity proposition means Nick Irish can go anywhere and sell anything so limiting the opportunities is just as important for him as maximising them.
The commodity driver for much of the past decade’s emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?
Since the Bank of Japan surprised markets at the end of January by moving the country’s rates below the zero bound, there has been a lot of speculation about the longer term implications of the move.
The price of oil has fallen dramatically in recent months. The question is, is it reaching a floor or does it remain a falling knife?
Investment Quorum’s Lee Robertson offers his take on how investors should view developments in China, and the prospects for UK equities
Crux Asset Management’s Richard Pease offers some words of advice to European equities investors and provides insight on how the recent oil slump and currency volatility has impacted his fund.
