Detlef Glow: 2018 marks crisis for European fund industry
Geopolitical and economic uncertainty lead investors to pull £56.3bn from long-term mutual funds
Viewpoints
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Sophie Meatyard: The winners and losers of 2018
Defensives finish the year strong after two violent sell-offs as investors eschew the ‘buy the dip’ mentality
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Making the most of the Red October sell-off
Alliance Trust managers reveal how they are dealing with the return of market volatility
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Darius McDermott: Four fund picks for monthly income
Chelsea Financial Services names managers with a disciplined approach to yield
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Tanvi Kandlur: Are we set for a market rotation in US equities?
October saw the markets punish Apple and Amazon for lowering Q4 forecasts
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Lehman collapse signalled ‘full-blown crisis’
Still plenty of debt on balance sheets, says Aberdeen Standard Investments global head of fixed income
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Canada Life’s Marchant: Equities aren’t too expensive
For David Marchant, asset allocation requires a balanced approach as markets emerge from an extended period defined by quantitative easing and low rates.
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The secret to achieving consistent income
Volatility is one of the key metrics we use to gauge a fund’s risk level, but what if you’re investing for income? A fund’s volatility is measured on a total return basis, so will not tell you how reliable it is in terms of both paying out and growing a steady dividend.
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The funds to choose for volatility
This year has been a tough one for equity investors. Following February’s sell-off, most major markets have lost money year-to-date.
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Will 2018 be Japan’s time to shine?
Japan has been a hot topic of discussion among investors recently. At the end of last year, the Japanese equity index – the Nikkei 225 – broke through of the 23,000 barrier for the first time in 26 years.
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Herd mentality leaving investors blind to value
In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.
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Did investors get 2017 very wrong?
Hindsight is a wonderful thing, but looking at this year’s worst performing sectors and where investors have mostly been investing in 2017 may make depressing reading for some.