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.
Investment Strategy
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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?
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FCA upholds over two-thirds of UK pension complaints
Over two-thirds of all complaints made against pension providers were upheld in the second half of 2016, according to the latest data released by the Financial Conduct Authority (FCA).
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ANALYSIS: All stars aligned for European equities
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
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MacDonald on Architas’ use of ‘high conviction’ funds
Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.
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Massive investor shift from US to eurozone equities
Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.
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Europe ex UK funds beat index over three key timescales
The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.
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Gold sales soar following UK snap election decision
Physical gold sales soared on Tuesday after UK prime minister Theresa May called a snap general election, according to The Pure Gold Company.