ANALYSIS: Europe the saviour as US market slumps?
Although European stocks have gotten caught in the cross-hairs of Wednesday’s Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.
Author: Kristen McGachey
-
-
Woodford’s flagship fund finds footing; smashes £10bn mark
Neil Woodford’s flagship fund found its footing in February and broke the £10bn ($12.4bn, €11.5bn) barrier as the reflation trade began to lose its shine.
-
Too late for actives as passive ‘genie’ escapes bottle for good
Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.
-
What future for life companies in asset management?
Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?
-
Economy’s resilience to ‘power’ US equities, says Kames
A surprise rise in US business and consumer confidence during February has convinced Kames Capital’s multi-asset head to conclude that US equities have farther to climb.
-
UBS targets mass affluent market with new wealth platform
Swiss banking giant UBS has rolled out a new digital platform in the UK targeting a broader pool of investors.
-
Risks rising in UK equity income sector, says Neptune
UK equity income managers are corrupting what is supposed to be a “safe sector” by taking too much dividend and capital risk, according to Neptune Investment Management chief executive Robin Geffen.
-
GL Asset Management rolls out four sicavs to UK market
Andy Sullivan, BlackRock alumnus and new chief executive of GL Asset Management UK is debuting four Luxembourg-domiciled funds to professional investors.
-
The top five contrarian plays of the year so far
From betting on Europe over the US to sticking by emerging market debt, we look at five ways portfolio managers have stepped outside the box early on in 2017.
-
Sorting through the winners and losers post-Dodd Frank
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
-
EM shares to overcome US headwinds, says Goldman Sachs AM
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
-
The best and worst FTSE sectors in 2016 revealed
New data from Financial Express Analytics reveals a stunning year for miners and oil companies and persistent trouble for telecoms and retailers.