Pamela Morris

Investment Reporter

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Japan’s corporates buck the trend

Investors who are keen to determine the progress of Japan’s Abenomics policy are probably focused on the country’s disappointing macroeconomic data.  But, underneath, could the prospect of earnings growth and cheaper valuations among corporates offer a more attractive investment outlook? Japan received the biggest downgrade of any country in the International Monetary Fund’s most recent growth […]

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Do shifts in retail herald the end for supermarket stocks?

There are signs of a growing shift in the UK retail sector away from the supermarket giants toward discount retailers. But how can investors access this growing area of the market? And does the rise and rise of discount really mean the end for supermarket stocks? 2014 has been a tough year for all three major players […]

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Asset allocation: Equilibrium proves smaller is better for property

Liquidity is never far from the mind of anyone investing in bricks and mortar but Equilibrium Asset Management partner and investment manager Mike Deverell says the scale of a wealth management firm and its ability to monitor trends in the sector can help to tackle the liquidity issue. Equilibrium runs a total of four model portfolios, […]

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Could seismic shift in frontier markets promise a new dawn?

The MSCI Frontier markets index has experienced a shake out this year as geopolitical events continue to unfold in many frontier economies. But how has this affected risk when investing in the sector? And with the two largest index components now promoted to emerging market status, where are the next set of opportunities? MSCI announced […]

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Former RBS chairman Mathewson pledges £20,000 to ‘Yes’ campaign

Former Royal Bank of Scotland chairman Sir George Mathewson has donated £20,000 to the ‘Yes’ campaign for Scottish independence in the final weeks before the referendum on 18 September. Money Marketing sister title Fundweb revealed last month that a number of key figures from the UK asset management and banking industries have already pledged some […]

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Asset allocation: Skerritts backs biotech despite sell-off

While investors flock to property and emerging markets show signs of rallying, Skerritts head of investment Andrew Merricks is going against the grain by focusing on biotech. He is also keeping one eye on new opportunities in clean energy. The Skerritts Tactical Growth portfolio, which places emphasis on the liquidity of assets, has no exposure to […]

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Are CoCos a risk too far?

CoCos have come under the regulatory spotlight after the FCA took action to limit their distribution to individual investors. But while no restrictions have been applied to retail funds, some managers warn that CoCos could be a risk too far even for them. Contingent convertible securities are a type of bond that is automatically converted […]

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Asset allocation: GAM stands firm as tech ‘comes back into vogue’

The technology sector offers promising long-term opportunities for investors despite the recent sell-off in tech stocks. That is the view of James McDaid, investment manager at GAM’s discretionary fund management service. McDaid, who joined GAM from Quilter Cheviot in May 2012 to launch the DFM range, is running technology as a theme through his five […]

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Scottish independence: The great unknown for financial services

Uncertainty around whether UK financial products will be supported in an independent Scotland could force Scottish-based platforms to register their companies outside the country and move UK investors with Sipps and Isas into these new businesses. As part of the UK single market, Scottish-based platforms are able to administer unique tax-free savings products, including Isas […]

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A new dawn for India?

After the recent strong run in Indian equities, is it now time for investors to take profits? Or do India’s new prime minister Narendra Modi’s plans for economic reforms hold the potential for longer-term investment opportunities? India has been a good place to be invested in 2014 – in fact, it has been the best-performing […]

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New F&C trust manager Niven plans changes

The new manager of the Foreign & Colonial investment trust Paul Niven says he plans to discuss a series of changes with the board which could see the company use derivatives for the first time. Veteran investor Jeremy Tigue announced his retirement from the trust at the start of March 2014 after nearly 17 years at […]