Advisers cautious about UK equities were concerned about recent falls in Sterling and the potential for a market correction with ongoing Brexit uncertainty
Despite many forecasting strong dividend growth, domestically-focused companies are being shunned by investors as Brexit uncertainty rumbles on.
Aberdeen reappears as the asset manager with the most poorly performing fund, alongside St James’s Place
With global growth and inflation starting to ebb, equities could encounter summer turbulence. But there is a case for adding to exposure on dips.
Experts have questioned whether passive investing could eventually dominate over active, as reports warn of big fund houses quickly expanding their foothold in global indices. Bank of America Merrill Lynch recently flagged that active managers could be faced with a potential “ETF-ization” of the S&P 500 as US giant Vanguard doubled its stake in the index since […]
Certain areas are becoming over-owned and rising complacency is apparent as strong passive flows help to push up prices and valuations
Fidelity’s Dominic Rossi is stepping down as global chief investment officer for equities to take on a new role within the business. Rossi, who has been CIO for the past seven years, will become a special adviser on public policy initiatives on a part-time basis from January 2018. The role will involve liaising with policy […]
Growth, value, mid-cap and income-biased funds: in, out, in, out, shake them all about. If you are looking for consistent, top- quartile performers in the UK All Companies sector, then the best of British luck to you. Of course, such variability in the relative performance of funds is just as it should be. Economic and […]
Aberdeen fund manager Tony Foster says things do not look the way they did a year ago as he shuns equities for less risky assets. Returns on equities, which were sustained in 2016, will take a different shape this year, the manager of the £415m Diversified Growth fund argues as he looks to emerging market […]
Many investors gave up on continental Europe in 2016, resulting in a net outflow from European equity markets for the first time in five years. Such a stance continued to make sense at the turn of this year, when optimism was riding high in the US and the risk of further populist upsets in Europe […]
SLI head David Cumming departs on eve of merger Standard Life Investors’ head of equities, David Cumming, has left the firm to “pursue other interests”, the firm has announced. The current head of European equities, Stan Pearson, has assumed the role of acting head of equities, while Andrew Millington, director of equity research is now […]
Data that shows the appetite for UK equities is back has left analysts and investors wondering whether the asset class has pulled through its Brexit slump. UK equity funds saw net retail sales of £114m in November, their first inflow of 2016. They had suffered £5.1bn outflows since the previous January, £3.8bn of which followed […]