Ultra-wealthy missing out on ‘huge returns’
Risk averse high-net worth investors are losing out on significant returns, as more than a third of the average portfolio is held in cash new analysis by UBS has revealed.
Investment Strategy
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Recession risk is on the rise – the key factors to watch
While markets could remain complacent and expensive for a long time, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.
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Best and worst funds in Asia in June 2017
UBS, Allianz, Schroders, Blackrock and Castlestone have funds that are among the best and the worst performers in June 2017.
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ANALYSIS: Income investors on alert as dividend cover plummets
UK income investors are on high alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
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Still life in alternatives despite bubble fears, says Kames
Alternative investments from aircraft leasing to renewable energy are still an attractive option for multi-asset funds, despite fears the asset class is approaching bubble territory, says Kames Capital’s senior multi-asset investment specialist, Nick Edwardson.
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Expat demand for buy-to-let soaring despite UK tax changes
The numbers of British expats looking to invest in a buy-to-let property in the UK is booming despite the government’s changes to mortgage relief, Guernsey-headquartered Skipton International has said.
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Finding value in the Australian equity market
For a contrarian manager there is value in sectors facing cyclical headwinds in Australia like energy, oil and gas firms and materials companies, says Werner du Preez, national distribution manager at Allan Gray Australia
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Nucleus slashes platform fee for wealthy clients
Nucleus is set to slash costs for high-value clients on its platform to meet demands for a “more competitive structure” for large portfolios.
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Do expensive funds provide value for money?
When investors decide to buy a fund that charges higher-than-average fees, they presumably do so because they expect the manager to compensate for this by delivering outperformance.
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The best investment opportunities as India’s Nifty 50 soars
India’s Nifty 50 index has been steadily climbing this year, hitting an all-time high of 9,675 earlier this month, but can it breach the 10,000 barrier?
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What next after China’s MSCI inclusion?
Wealth and asset managers give their views on the implications of the MSCI inclusion of A-shares and where they find investment opportunities onshore.
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ANALYSIS: Why has MSCI taken so long to embrace A-shares?
MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.