Mike Kerley, manager of the Henderson Far East Income (LON:HFEL) investment trust, has claimed that the doomsayers on China are being proved wrong.
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Tesco’s innovations in the areas of online shopping and the ‘click and collect' service are such strong positives that they outweigh the drop in sales reported by the company this morning, according to Alistair McCaig, market strategist at spread betting firm IG.
The government’s announcement of increased infrastructure spending makes the sector more investable, according to Adrian Lowcock, senior investment manager at Hargreaves Lansdown.
Investors looking to gain exposure to the Japanese equity market should ignore the household-name exporters and focus on smaller companies with domestic customers, according to Nicholas Weindling who manages a suite of Japan-focused funds at JP Morgan Asset Management.
The Nasdaq index, the primary market for technology stocks in the US, has reached a level not seen since just before the dotcom crash at the start of the millennium, but this does not signal an imminent crash, according to Russ Koesterich, chief market strategist at BlackRock.
Differences in yields between nations in the same indices means that investors in government bonds should avoid investing passively, according to Nick Gartside, international chief investment officer of fixed income at JP Morgan Asset Management.
The FTSE 100 fell in early trading this morning despite very positive data on UK manufacturing being released.
Capital-at-risk structured products maturing in the last five years have delivered a better total return than both bonds and cash, according to a study from StructuredProductReview.com.
A high-profile small-cap fund manager has predicted significant inflows into AIM-listed equities as a result of the decision to allow such stocks to be held in an ISA.
The recent reforms announced by the Chinese government as a result of its Plenum meeting are a strong positive for equity investors, agree a number of analysts, but there is a divergence of opinion on how best to capitalise on the changing investment climate in the country.
Alex Savvides, manager of the top-performing JO Hambro UK Dynamic Fund, has begun to reduce his allocation to UK financial stocks and ramp up his fund's exposure to healthcare and mining companies.
Investors seeking value in UK commercial property should invest in companies which develop property, rather than those which buy and hold assets, according to Alex Ross, manager of the Premier Pan European Property fund.
Research from What Investment has identified the fund houses with the most top-performing funds over the past decade.
The first set of results as a listed company from Royal Mail (LON:RMG) make the shares worth holding, despite the increasingly ‘loud whispers’ from market participants regarding the valuation of the company, according to Richard Hunter, head of equities at Hargreaves Lansdown.
Advances in technology and vastly reduced energy costs will help to create a strong bull market in UK and US equities over the coming year, according to Nick Train, manager of the Finsbury Growth and Income Trust (LON:FGT).
The biggest 30 companies in the FTSE 100 are where the real value is to be found in today’s stock market, according to two UK equity fund managers.