TMPI high risk
Despite much geopolitical turmoil during 2014, an overweight to equities helped high-risk portfolio managers slowly turn around a difficult start to the year
Uncategorised
-
-
Looking beneath the fundamentals of eurozone story
Headline eurozone figures should not be taken as representative of the wider picture, according to Societe Generales Eric Verleyen.
-
Stock valuations may have hit 2015 peak
The UK stock market may have gone up too fast, too soon, according to Smith & Williamson’s Tineke Frikkee.
-
Asia entering multidecade stock pickers market
Asia is entering a multi-decade stock-pickers market, similar to that seen in the 1960s and 1970s in developed markets says Jung Ho Rhee: CEO at Mirae Asset Global Investments.
-
Square Mile to run model portfolios for Sutherland
Square Mile Investment Consulting and Research has reached a deal to run a bespoke range of discretionary model portfolios for Sutherland Independent.
-
WH Ireland suffers 70 drop in profit
WH Ireland saw its pre-tax profit drop by 70% as a “year of transition” took its toll, the firm revealed in its annual results.
-
Audience survey
Portfolio adviser is conducting a short survey of its audience, with a random prize draw as a thank you.
-
Millenials are in for an economic rollercoaster
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
-
Counterpoint Bill Smead
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
-
Indian budget comment
Hermes’ Gary Greenberg looks ahead at what we might expect from Saturday’s announcement of the annual budget.
-
Diminimis to eliminate outsourcing confusion
Financial advisers can seek clarity regarding their responsibilities when outsourcing to discretionary investment managers as a new due diligence service sets out to dispel widespread industry confusion.
-
ING IM tips cyclicals to lead the way in 2015
Cyclicals will outperform defensives by 6% this year with consumer discretionary, industrials and technology all delivering earnings growth of at least 10%, according to INGs Patrick Moonen.