Emerging Markets | 18 Aug 16
Miton’s Jane backs US and emerging equities if inflation picks up
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton Group’s multi-asset range, said he would have to restructure roughly half of his portfolio.
Global equities, bonds seen as overvalued, CFA survey shows
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.
Fixed Income | 15 Aug 16
Is the BoE corporate bond buying programme a post-Brexit saviour?
The unveiling of the Bank of England’s latest stimulus measures has already prompted a burst of activity on the sterling bond front, but is it enough to drive the United Kingdom economy forward and does it present investment opportunities?
Investment | 29 Jul 16
M&G and Aberdeen still in the doghouse
Tilney Bestinvest’s “Spot the Dog” report names M&G Investments as the firm with the highest number of assets in underperforming funds and Aberdeen Asset Management as the fund house with the most ‘dog funds’.
Investment | 27 Jul 16
Manager continuity key to consistent trust outperformance
Research by the UK’s Association of Investment Companies (AIC) has found a correlation between fund manager longevity and fund performance.