Equities
J Safra Sarasin in U-turn on Japan equities
Bank J Safra Sarasin has drastically changed its view of Japan equities from being optimistic on the asset class six months ago, according to Philipp Bärtschi, the private bank’s Zurich-based chief investment officer.
Aberdeen Standard launches A-shares fund in China
Aberdeen Standard Investments (ASI) has launched an equity fund in China, targeting qualified domestic investors, through its investment management wholly foreign-owned enterprise (IM WFOE).
Where to find the best dividend income, according to JPM
Rising interest rates and inflation have shifted the dividend opportunity in Europe to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, a London-based portfolio manager at JP Morgan Asset Management.
Trump tax cuts entice UK advisers
UK advisers turned to US funds in April as corporates got to work spending the savings from president Donald Trump’s tax reform.
Good time to add UK equity exposure, says Thesis AM
With economic growth likely to pick up again, now is a good time to be adding exposure to the UK equity markets, argues Thesis Asset Management research analyst Ryan Paterson.