Markets
Fresh insight into what's moving global markets, from shares and bonds to currencies and property
Private equity in its best shape since the boom year of 2009, reckons fund of funds
19 Jun 2013
The Cayenne Trust, which invests in other funds, has acknowledged that it is heavily exposed to private equity but argued that the sector is attractively valued.
Aviva spies value in bombed-out banking and mining sectors
19 Jun 2013
David Lis, head of equities at Aviva Investors, has said a turnaround may be due in some parts of the UK stock market that have recently suffered sharp falls.
What I’ve learned of China’s new leaders: Anthony Bolton speaks out before his retirement
18 Jun 2013
Fidelity’s Anthony Bolton, who has announced he will retire from his China Special Situations fund next year, has shared his impressions of the country’s new leaders and what their policies will mean for investors in the country.
Majority of analysts deem bonds overvalued in ‘potentially toxic’ market
17 Jun 2013
A major survey has revealed that three-quarters of chartered financial analysts (CFAs) consider both government and corporate bonds too expensive.
Snap up cheap European stocks before the recovery, strategist recommends
17 Jun 2013
Investors should take advantage of temporarily depressed markets to buy shares poised to benefit from an upturn in Europe’s economy, according to S&P Capital IQ Equity Research.
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Gold: the 'high risk, low reward investment' for the lazy
12 Jun 2013
The price of gold is today so high that it has disconnected with inflation and outrun the price of equities, meaning investors risk being 'fleeced' by the precious metal, according to the chief investment officer of Argonaut Capital Partners, Barry Norris.
Don’t dive into the stock market correction, analyst urges, as there’s more to come
12 Jun 2013
The reversal of substantial gains in share prices does not represent an immediate buying opportunity, an analyst has cautioned.
Malaysia’s contested election was ‘bullish’ for the country’s stock market, fund claims
7 Jun 2013
The managers of the Establishment Investment Trust have argued that the disputed general election in Malaysia last month will prove positive for its equity market.
Help to Buy scheme could create new housing bubble
7 Jun 2013
Chancellor George Osborne's Help To Buy scheme is set to spawn a fresh housing bubble that could burst as UK growth accelerates and interest rates rise, according to Royal London Asset Management (RLAM).
Top healthcare fund: We’ve never been more bullish
7 Jun 2013
Samuel Isaly, manager of the Worldwide Healthcare Trust, has described his ‘bullishness’ for large-cap biotech and pharma groups as hitting ‘an all-time high’.
'Toxic' financial markets pose huge threat to investors
6 Jun 2013
Financial markets' 'extraordinary chain of intermediation' is sapping investor returns and threatening the financial system as a whole, according to John Kay, author of the Kay Review.
Don’t just accept received wisdom about China, urges Artemis
5 Jun 2013
Simon Edelsten, co-manager of the Artemis Global Select fund, has rejected traditional criticisms of the investment opportunities in China as he has increased his exposure to the country.
‘Stretched’ mid-cap valuations are not a harbinger of doom, analyst argues
4 Jun 2013
The elevated multiples on which mid-caps trade do not necessarily imply they will suffer a correction, according to an analyst.
EIS dodge FCA ban on unregulated investment schemes
4 Jun 2013
The Financial Conduct Authority (FCA) has confirmed that the promotion of Enterprise Investment Schemes (EIS) will not be banned under new marketing rules for Unregulated Collective Investment Schemes (UCIS).
Don’t take European small-cap profits yet, suggests leading manager
3 Jun 2013
Jim Campbell, co-manager of the £400 million JPMorgan European Smaller Companies fund, has argued that European small-caps still have more to offer after a spectacular year.
Aberdeen: How to invest in India despite the weak economy
3 Jun 2013
Hugh Young and Devan Kaloo, star managers of Asian equities at Aberdeen, have set out their strategy for investing in India despite the country’s disappointing economic growth.
















