What to avoid when investing in Europe

What to avoid when investing in Europe

Big brand names in Europe used to be reliable performers, but online businesses have made them less attractive, according to Martin Todd, manager of the Hermes European Alpha Fund.

Published : 13, Oct 2017
Walker Crips stays loyal to Woodford despite bad run

Walker Crips stays loyal to Woodford despite bad...

The managers of the Walker Crips managed portfolio range are sticking with Neil Woodford despite an extremely tough few months for the star manager.

Published : 12, Oct 2017
Investors step up European equity ETF buying

Investors step up European equity ETF buying

September saw renewed appetite for European equity exchange trade funds (ETFs) after flows had dropped in August, according to data from assert manager Blackrock. But it was another asset class that really stole the show.

Published : 12, Oct 2017
A look in the portfolios of best and worst China funds

A look in the portfolios of best and worst China...

Midea Group, Agricultural Bank of China and Kweichow Moutai are three companies held predominantly in well-performing China equity funds, while Tencent Holdings is held by many poor performers.

Published : 12, Oct 2017
JP Morgan unveils first European ETFs

JP Morgan unveils first European ETFs

JP Morgan Asset Management (JPMAM) will launch its first two European ETFs “imminently”. Both ETFs will be actively managed, and will compete with traditional hedge funds, the company said.

Published : 10, Oct 2017
The unknowns and knowns for UK equities

The unknowns and knowns for UK equities

Amid all the uncertainty surrounding sterling and the UK economy, what is clear is the potential that this type of environment creates for talented active managers to generate alpha for their clients.

Published : 2, Oct 2017
BlackRock partners with KBank on absolute return fund

BlackRock partners with KBank on absolute return...

Thailand's Kasikornbank (KBank) has teamed up with Blackrock to launch the Kasikorn Equity Absolute Return Fund.

Published : 29, Sep 2017
European equity fund flows collapse

European equity fund flows collapse

Investors have paused their aggressive buying of European equities. Net inflows recorded the steepest monthly drop since January 2016, falling to just €533m (£468m, $630m) in August, according to Morningstar data. Is the strong euro to blame?

Published : 27, Sep 2017
Are snap elections a game changer for Japanese equities?

Are snap elections a game changer for Japanese...

Japanese equity fund managers are backing small and mid cap companies in the tech space as well as 'online disrupters' ahead of the snap election to be held in October.

Published : 26, Sep 2017
UK sentiment now worse than after Brexit vote

UK sentiment now worse than after Brexit vote

Investors are currently less confident in the UK than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).

Published : 20, Sep 2017
Thumbs up for Europe's troubled sector

Thumbs up for Europe's troubled sector

European banks are more healthy than two years ago, and they pay dividends, according to Richard Brown, London-based client portfolio manager at Janus Henderson Investors.

Published : 18, Sep 2017
Momentum ETFs: the friendly trend

Momentum ETFs: the friendly trend

August was a hot month for momentum ETFs. The equity funds which track shares doing well in the stock market saw record inflows of $300m (€250m) from European investors, Blackrock reported.

Published : 13, Sep 2017
How Trump has helped EM equity managers

How Trump has helped EM equity managers

Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.

Published : 12, Sep 2017
Investors hedge US equity positions

Investors hedge US equity positions

European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.

Published : 31, Aug 2017
Six long-term economic trends changing the investment world

Six long-term economic trends changing the investment...

With the global population booming, the 'pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four's Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.

Published : 24, Aug 2017
Bets on stock market volatility might be long term losers

Bets on stock market volatility might be long...

Investors have been warned to steer clear of volatility ETFs or risk entering a “long term money losing opportunity,” as interest in the vehicles steadily rises.

Published : 23, Aug 2017
Tide turns against Trump's US in latest sentiment measure

Tide turns against Trump's US in latest sentiment...

Investors are moving on from US equities in favour of UK gilts and gold according to the latest Lloyds Bank Investor Sentiment Index.

Published : 23, Aug 2017
Goldman Sachs gets Saudi equities trading licence

Goldman Sachs gets Saudi equities trading licence...

Goldman Sachs received approval on Sunday to trade equities in Saudi Arabia, joining a growing cohort of western investment banks and fund managers expanding in the kingdom.

Published : 21, Aug 2017
In most sectors, indices beat active funds over a decade

In most sectors, indices beat active funds over...

Do active funds on average beat the performance of a relevant index over the very long term? Our sister publication Fund Selector Asia found that one sector stands alone.

Published : 21, Aug 2017
Wide profit gap at FTSE 100 firms sparks talk results spun

Wide profit gap at FTSE 100 firms sparks talk...

The gap between stated and adjusted profits for FTSE 100 companies is at a 10-year high, according to AJ Bell which has raised fears firms are intentionally “muddying the waters”.

Published : 15, Aug 2017

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