Investment
Investment | 4 May 18
Risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active 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.
Investment | 3 May 18
Five worst performing funds in April
Mark Carney cast doubt on a May rate rise, UK GDP grew at its most sluggish pace in over five years, US treasuries hit 3% and Russia faced US sanctions. So which funds had the toughest time navigating April? Our sister publication Portfolio Adviser examines performance figures from FE.
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.
Fidelity fund cashes in on Trump military spend
Fidelity Special Situations fund manager Alex Wright has increased his allocation to defense companies in a move set to exploit Donald Trump’s significant increase in his military budget announced in Q1, as the US attempts to create a more lethal Joint Force.