How to get 7% returns using Schroders’ maximiser range

How to get 7% returns using Schroders’ maximiser...Lock icon

Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.

Published : 28, Apr 2017
ANALYSIS: Is now the time to invest in active US equity funds?

ANALYSIS: Is now the time to invest in active...

After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump's first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?

Published : 27, Apr 2017
Beware of highly-leveraged US stocks

Beware of highly-leveraged US stocks

Highly-leveraged US companies face a disproportionate rise in interest payments as the Fed has started hiking. But investors aren’t being compensated for this at all.

Published : 26, Apr 2017
Best and Worst US sectors during Trump’s first 100 days

Best and Worst US sectors during Trump’s first...

Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump's first 100 days?

Published : 26, Apr 2017
Buoyant growth in Asia and Europe fuels Jupiter Q1 fund flows

Buoyant growth in Asia and Europe fuels Jupiter...

Global fund management group Jupiter saw net mutual fund flows of £1.4bn (€1.65bn, $1.8bn) in the first quarter of this year, fuelled by “particularly strong” growth in Asia and continental Europe.

Published : 26, Apr 2017
ANALYSIS: All stars aligned for European equities

ANALYSIS: All stars aligned for European equities...Lock icon

The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.

Published : 25, Apr 2017
ANALYSIS: The European funds to back if bank rally continues

ANALYSIS: The European funds to back if bank rally...

European shares have rallied strongly on the outcome of the first round of France’s presidential election, but which funds stand to do best from the change in sentiment towards the region?

Published : 24, Apr 2017
Europe ex UK funds to watch based on their AUM

Europe ex UK funds to watch based on their AUM...

The following funds are among the largest and most established in the European ex UK equities sector, all featuring experienced managers that have established investment processes.

Published : 24, Apr 2017
 Ongoing UK dividend bonanza spurred by sterling weakness

Ongoing UK dividend bonanza spurred by sterling...

The UK equity market pumped out 9.5% more dividends in the first quarter than the previous year as sterling’s weakness continued to magnify the payouts.

Published : 24, Apr 2017
Standard Life Aberdeen powerhouse eyes US market for expansion

Standard Life Aberdeen powerhouse eyes US market...Lock icon

A serious push into the US market is a key strategic target for the merged Standard Life and Aberdeen Asset Management group, according to Aberdeen’s global head of distribution.

Published : 24, Apr 2017
Markets celebrate Macron victory in French elections

Markets celebrate Macron victory in French elections...

Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied, while peripheral bond yields collapsed.

Published : 24, Apr 2017
Hong Kong's wealthy missed out on the 'Trump bump'

Hong Kong's wealthy missed out on the 'Trump bump'...

Hong Kong's multi-millionaires failed to adjust their portfolios in time to benefit from strong equity markets after the 2016 US presidential election, a Citi survey revealed.

Published : 24, Apr 2017
MacDonald on Architas’ use of 'high conviction' funds

MacDonald on Architas’ use of 'high conviction'...Lock icon

Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.

Published : 24, Apr 2017
Massive investor shift from US to eurozone equities

Massive investor shift from US to eurozone equities...

Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.

Published : 21, Apr 2017
Newcomer Europe ex UK funds to watch

Newcomer Europe ex UK funds to watch

The following funds are relatively new launches but feature experienced managers with strong track records running similar strategies elsewhere, according to Morningstar.

Published : 21, Apr 2017
Europe ex UK equities to watch based on their three-year record

Europe ex UK equities to watch based on their...

The following funds have been among the best performers within European ex UK equities over the past three years to the end of February 2017, according to Morningstar.

Published : 21, Apr 2017
Europe ex UK funds beat index over three key timescales

Europe ex UK funds beat index over three key timescales...Lock icon

The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.

Published : 21, Apr 2017
Schroders boosts private equity holdings with Adveq deal

Schroders boosts private equity holdings with...

Schroders is set to expand its private equity business through the acquisition of Swiss-based private equity firm Adveq Holding for an undisclosed sum.

Published : 20, Apr 2017
Strong demand sees UBS cut fees on inflation-protected ETF range

Strong demand sees UBS cut fees on inflation-protected...

UBS Asset Management has cut the fees on its new exchange traded funds (ETFs) which track a benchmark index for US Treasury Inflation Protected Securities (Tips) after recording $470m (£366.4m) of inflows in less than seven months.

Published : 20, Apr 2017
Provisca signs up asset manager Heptagon to target IFAs

Provisca signs up asset manager Heptagon to target...Lock icon

International product distribution business Provisca has partnered with Heptagon Capital to help the London-based asset management firm actively promote its funds in the retail market for the first time.

Published : 19, Apr 2017

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