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.
Video
-
-
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.
-
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.
-
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.
-
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.
-
AXA IM, Schroders see more easing in China
China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.
-
Architas’ sweeney joins rock on multi asset suite
Architas has appointed Nathan Sweeney as co-manager on its active multi-asset fund suite following the departure of Stephanie Carbonneil for Schroders.
-
Significant disconnect between investor risk and return expectations – schroders
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
-
China rate cut seen as latest in a series
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.
-
F&c poaches muzinich’s tomlinson for sales role
James Tomlinson, Muzinich & Co’s associate director for marketing and client relations, is to join F&C Asset Management in a new-look wholesale sales team.
-
Investors stay discerning amid renewed oil optimism
Energy company share prices may appear attractive at face-value, but managers remain stock-focused amid renewed sector optimism.
-
Is the US equity party over?
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.
