Advisers are backing UK equities, says Aegon
A new poll from Aegon UK highlights that a significant portion of UK advisers are riding on UK equities to provide the best return for clients ahead of the snap election.
Investment Strategy
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Investors dump US equities, buy Europe, says Lipper
US equity ETFs saw net outflows of €1.3bn ($1.4bn, £1.1bn) in April, in a sharp reversal from the previous month when it was the best-selling asset class overall, Lipper reported. European equity ETFs, by contrast, enjoyed huge inflows on the back of macro(n)economic optimism.
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Eaton Vance targets European investors with global HY fund
Eaton Vance Management International has rolled out a global high yield bond fund, aimed at European investors.
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ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
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ESG has evolved to active stock picking, says East Capital
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
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US equities after the Trump rally – any opportunities left?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
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ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
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ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
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How to get 7% returns using Schroders’ maximiser range
Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.
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ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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Beware of highly-leveraged US stocks
Highly-leveraged US companies face a disproportionate rise in interest payments as the Fed has started hiking. But investors aren’t being compensated for this at all.
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Best and Worst US sectors during Trump’s first 100 days
Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump’s first 100 days?