The best advice to give investors looking at the carnage in world financial markets, which on Monday saw their sharpest falls since the global financial crisis, is to do nothing, according to Dominic Rossi of Fidelity Worldwide Investment.
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
Investor sentiment continues to lean towards defensive assets as UK Equity Income and Property remain the best-selling sectors, as shown in FundsNetwork study of June sales data.
Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?
With MPC minutes having today revealed growing concerns about UK inflation it suggests that, alongside rising interest rates, investment strategists are going to have plenty to ponder by the time the summer fades.
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
As with markets, so with cricket. After the variable bounce infused contest that saw Australia comprehensively beaten in Cardiff, the second test had started much more poorly for England on a road of a pitch at Lords – an indication of just how quickly things can change.
The first UK interest rate rise is likely to arrive in November, says F&C’s Steven Bell, but cannot come soon enough.
As part of his role in shaping long-term investment strategy at PPMG, ex-actuary Parit Jakhria uses his skills of market prediction to put the group ahead of the curve.
