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.
High yield ETFs have a reputation for poor tracking difference, but 7IM senior portfolio manager Peter Sleep argues there are still ways for passive investors to access the asset class.
The end of the QE-led economic cycle means investors may need a more diversified portfolio to ensure outperformance as we enter a period of greater uncertainty, analysts have claimed.
The UK has imposed public company registers on its overseas territories to create transparency and prevent “financial skulduggery”, but an international tax expert says, if people want privacy, they will just move to jurisdictions that still offers it.
Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
While some confusion in the industry exists, Malta’s incoming pension regulations are common sense and there is no need to panic, industry sources have said.
The JP Morgan Emerging Markets Investment Trust has been touted as a stable alternative to the Templeton Emerging Markets Investment Trust, where careful succession planning following Mark Mobius’s retirement was thrown into disarray with the sudden departure of his replacement Carlos Hardenberg earlier this year.
Technology stocks have recently come under significant pressure, dragged down by the sharp fall in the Faangs. But is the sector in a bubble that is about to burst or just going through a healthy correction?
Yields are looking attractive and there are some interesting capital growth opportunities in some segments of the Europe ex UK market, according to fund analysts Morningstar.
The Financial Conduct Authority has set its sights on those offering and advising on cryptocurrency derivatives, saying there will be consequences if they do not comply with current regulation.
The distinction between legitimate public interest and sheer curiosity is an issue with a lot of pressure points. But all the legal protection in the world cannot put the genie back in the bottle once it gets out, Guernsey Finance’s Dominic Wheatley has warned.
The inclusion of Chinese bonds in the Bloomberg Barclays Aggregate Index is an incremental step in China opening up its economy that has been welcomed by investors, but their introduction to popular emerging market indices could be more disruptive.
