Latest - INVESTMENT ZONE

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  Independent directors delivering value for investment companies

  11 October 2018

  The Association of Investment Companies said investment companies with an independent board of directors are leading the way on governance which sets it apart from the open-ended industry.  At a roundtable hosted by the AIC, a number of directors highlighted the role of investment company directors and gave examples of how their boards have...

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  Does S&P 500 fall portend end to the bull run?

  11 October 2018

  Rory McPherson, head of Investment Strategy, Psigma Investment Management, looks at this week’s events on the US stock markets and whether this is the first sign of an end to the longest ever bull run. Events this week on US stockmarkets have raised further questions over whether the bull market rally, the longest ever, will...

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  Time for the next recession?

  9 October 2018

  As the business cycle expansion continues, increasingly this question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view This is the second longest US business cycle expansion according to the National Bureau of Economic Research, whose data go back to the 1850s. If there is no contraction before July...

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  Do UK equity fund managers think Brexit will impact their funds’ performance?

  3 October 2018

  Over two fifths of UK equity fund managers expect their performance to be affected by Brexit, a new survey by Square Mile has found. In a survey of UK equity funds with a Square Mile fund rating, 42% expect their performance to be sensitive to the outcome of Brexit negotiations, while 32% thought it...

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  Time to overweight emerging markets?

  2 October 2018

  Are valuations now justifying tactical overweight in emerging market equities? Richard Larner, head of Research at Brooks Macdonald looks at the fundamentals. The recent emerging market sell-off was driven by a confluence of headwinds, including tighter global financial conditions and an appreciation of US dollar, concerns over slowing global growth and growth in China, in...

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  More women than men tend to ‘good money’

  2 October 2018

  More women than men care like to invest ethically and the idea that their investment choices could have a positive impact on society, according to research carried out by Aberdeen Standard Investments. The global asset manager said 24% of women expressed genuine interest in doing good, compared to 20% of men. When questioned on...

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  Investor support for sustainable investments growing

  1 October 2018

  Global investment manager Schroders latest survey has shown that investors are increasingly of the view that sustainable investments will not hinder their returns. The Global Investor Study, which surveyed over 22,000 people globally, found that investors are growing more convinced robust returns and positive impact are not mutually exclusive, with only a quarter expressing...

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  The double-edged sword of longevity

  30 September 2018

  People are routinely underestimate how long they might live, creating a very real risk that they could outlive their retirement funds altogether, notes Rathbones’ head of sales support James Goward. If you’re looking for somewhere to enjoy a long retirement, you could do worse than upping sticks to one of the world’s “Blue Zones”....

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