Beware hyped up tech firms that destroy wealth, says Rathbones
Investors are at risk of over valuing innovative technology firms which offer the potential to disrupt established industries, investment manager Rathbones has warned.
Investment Strategy
-
-
Value beats volume for commodities companies, says Investec
Instead of focusing on growth, the commodity and resources sector now stresses profitability, said Investec’s Tom Nelson.
-
Best performing sectors for UK funds in 2017
The results are in – here are the 10 strongest-performing sectors on a total return basis according to the UK’s Investment Association and data from FE Analytics.
-
‘Expensive’ trackers overlooked in active/passive debate
Passive funds charging investors over the odds have fallen under the radar as the debate over active fees has raged, according to Morningstar’s Jonathan Miller.
-
China’s Harvest Global launches its first Ucits fund
Harvest Global Investments (HGI), the international arm China’s Harvest Fund Management, has launched its first Ucits-compliant sub-fund, Harvest China Evolution Equity Fund.
-
ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
-
Oil supply glut good news for investors
Oil prices will be stuck around $50 per barrel for the next five years, leaving investors to take advantage of low prices and hedge against volatility, predicts WisdomTree research analyst Nick Leung.
-
Coutts opens online platform; launches passives range
Coutts is offering access to five risk-graded multi-asset passive funds via a new online platform, Coutts Invest.
-
Why a high conviction strategy suits the times
If 2016 taught investors anything it was that the market’s response to macroeconomic events is unpredictable at best. History tells us Donald Trump’s election and the Brexit vote should have derailed markets, but they proved remarkably resilient.
-
Rathbones to launch actively managed portfolio service
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
-
ANALYSIS: Europe the saviour as US market slumps?
Although European stocks have gotten caught in the cross-hairs of Wednesday’s Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.
-
Woodford’s flagship fund finds footing; smashes £10bn mark
Neil Woodford’s flagship fund found its footing in February and broke the £10bn ($12.4bn, €11.5bn) barrier as the reflation trade began to lose its shine.