How going short extends UK alpha opportunities
Going short is one differentiating factor behind Chris Kinder’s extended alpha equity strategy fund and a skill not practised by many competitors in the UK All Companies sector.
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Despite US rally, opportunities remain in US value stocks – M&G
The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.
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Expensive US still offers growth opportunities – Hermes
Lewis Grant’s Hermes Global Equity fund is benchmarked against the MSCI World index so is a developed market proposition.
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Tech space opens windows for next decade in EM investing – Baillie Gifford
Technology related consumer and service industries offer the best way forward for investing in emerging markets and across Asia, according to Baillie Gifford’s Michael Gush.
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Business drivers, cash flow the key elements of value creation – Loomis, Sayles & Company
As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.
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Inflation expectations the price driver to watch – Hooker
Since early 2013, UK CPI has fallen month-on-month from just under 3% to 0.1% at the end of May.
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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.
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Passive should be the core of your portfolio says Markus Schuller
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.
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Niche investment turning property into cash flow
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.
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Victoria Hasler, Legg Mason Income Optimiser Fund
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.
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Alternative UCITs becoming a mainstream trend
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.
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Risk and return pushing investors wider of the mark
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’.