A rate hike could be good for equities – Lofthouse
Historically, the first part of an increasing interest rate cycle is not particularly bad for equities, Ben Lofthouse said.
Historically, the first part of an increasing interest rate cycle is not particularly bad for equities, Ben Lofthouse said.
Markus Schuller, a Monaco-based consultant who gives asset allocation and strategic advice to global financial institutions, talks to EIE’s editor Dylan Emery about the investment implications of investor irrationality, and why passive should be the core of your portfolio.
The UK care home market is undoubtedly a niche one but it still throws up plenty of opportunities for those investors looking for sustainable levels of income – and it is so much more than a play on property.
Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are “best in class” through the Square Mile Investment Consulting Research fund ratings.
The answer to most investment questions at the moment is some kind of multi-asset proposition and with liquidity and certainty of return being key drivers investors are looking further afield than regulation equity and bond products.
Investor expectations have still not moved in line with what is today seen as a ‘reasonable’ rate of return and the changing levels of risk to achieve them, meaning portfolios are looking at a far broader range of asset classes to even hit what experts think is ‘reasonable’.
The simple aim behind Portfolio Adviser Autumn Congress, held at South Lodge Hotel in West Sussex, was to encourage a conversation between fund managers and fund buyers, to stimulate discussion between the two groups on the investment themes of the day.
Nigel Green’s forthright keynote speech, filmed in the afternoon at the International Adviser Fund Links Forum, had a number of controversial moments.
Andrew Lake, head of high yield at Mirabaud Asset Management, tells Gary Shepherd why he believes the current volatility in the asset class is nothing more than a “healthy correction”, and singles out the areas where he is finding value in the US.
One of the benefits of being a European equity manager right now is being able to dispel some of the myths that investors feel have stuck to – and negatively affected – European investment opportunities since 2007/08.
Two years ago, for many investors there was a straight equity shoot-out between investing in either the US or Europe.
As Amundi’s global fixed income and currency specialist, Adrian Bender is clear to point out that in the strategies he follows he is absolutely clear on the distinction between the value of the currency and the underlying asset.