Growth stock hysteria clouding investor judgment
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
Investment Strategy
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Woodford-backed Purplebricks sees shares slide on £8.2m loss
Neil Woodford’s favourite online estate agent Purplebricks failed to woo markets with its half year figures after posting an £8.2m ($10.9m, €9.3m) loss.
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Could China cause the next global crisis?
Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from public discourse. But have investors taken their eye off the region just when it matters most?
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How 2017 rewarded the brave
Investors who took a risk-on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
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Quilter Cheviot unveils Aim strategy
Quilter Cheviot has launched a strategy investing in the alternative investment market (Aim), targeted at UK-based high net worth investors.
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Clients in jeopardy as UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
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Will Europe’s most popular fund continue to steal the show?
This year alone, the Pimco Income fund has attracted more than €28bn in net new money from European investors, according to Morningstar data. This is almost half of all net inflows into unconstrained bond funds this year, and has made the $64.3bn (€54.6bn) strategy the world’s largest actively managed fund. There are few, if any…
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Multi-asset in spotlight after damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
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Woodford buys media giant
Neil Woodford has added UK media giant ITV to his income focus fund claiming its current value is an “attractive entry point”.
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Fear and ignorance holding back EM investors, survey finds
Most UK investors don’t think they know enough about the risks to invest in fast-growing developing countries, according to a study by the Templeton Emerging Market Investment Trust, which used to be run by Mark Mobius.
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What to avoid when investing in Europe
A sector that is being disrupted is European consumer staples, said Todd, who leads a six-man London-based team who look at European equities. Large caps such as Nestle and the big tobacco firms, for example, have historically been reliable performers, “but we think that they are too expensive for the growth they deliver. You pay…
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Brace for global recession in 2019
An economic downturn affecting most developed markets will occur in 2019, Aegon Asset Management has predicted.