The top asset class for UK investors in 2015 and beyond is UK property, according to Justin Onuekwusi, multi-asset investment manager at Legal & General Investments.
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Investors seeking the best investments for 2015 will face turbulence in the UK stock market and should prefer holding cash to bonds, according to Alex Crooke, manager of the £225 million Henderson High Income trust (LON:HHI).
Simon Edelsten, manager of the Mid Wynd International Investment Trust (LON:MWY), believes that investors should look past the dismal GDP numbers released in Japan and stick with that market rather than the Eurozone.
High-performing UK smaller companies fund manager Philip Rodrigs has outlined for What Investment readers the smaller company stocks that he feels offer value in the current climate.
Investors looking for positives in the latest Royal Mail (LON:RMG) results should, according to Hargreaves Lansdown's head of equities Richard Hunter, focus on the board’s intention to pursue a ‘positive dividend policy’ in the coming years.
Sarah Emly, co-manager of the JP Morgan Claverhouse investment trust (LON:JCH), has outlined the sectors she believes UK equity income investors should focus on in 2015.
US-listed companies increased their dividends by 10.4 per cent in the third quarter of 2014, driven by a strong performance from financial stocks in that country, according to the latest research from Henderson Global Investors.
While the economic data shows that the Japanese economy is in recession by recording two consecutive quarters of negative GDP growth, the country’s economy remains the cheapest in the world, according to David Jane, manager of the Miton Special Situations fund.
High profile fund manager Neil Woodford, whose CF Woodford Equity Income fund is the top performer out of 88 funds in the IMA UK Equity Income sector since launch in June, believes that AstraZeneca, the largest holding in his £3.3 billion fund, can substantially grow revenue over the next decade.
Job Curtis, manager of the £1.2 billion City of London Investment Trust (LON: CTY), has told What Investment that he won’t be selling any of his holding in oil giant Royal Dutch Shell, despite the fall in the oil price.
The oil price falling to a four-year low creates a number of opportunities for private investors, but there are also a number of asset classes to avoid, according to Alex Dryden, global market strategist at JP Morgan Asset Management.
The Alternative Investment Market (AIM) has what it takes to be the standout performer of all world equity markets over the next few decades, according to a new book published by veteran fund manager Gervais Williams.
In his quarterly inflation update released today, Bank of England governor Mark Carney cut his forecast for UK GDP growth in 2015 to 2.9 per cent from the previous estimate of 3.2 per cent, as he talked of the ‘spectre of stagnation’ that he feels is ‘haunting’ the Eurozone.
This morning’s announcement by supermarket group Sainsbury's (LON:SBRY) that new store openings will be cancelled and sales in the past six months are down 2.1 per cent means that the bad news materially outweighs the good for Sainsbury's shareholders, according to Richard Hunter, head of equities at Hargreaves Lansdown.
Simon Edelsten, co-manager of the £61 million Mid Wynd International Investment Trust, which is ranked sixth out of 34 trusts in the AIC Global Sector in the six months since he became manager, believes that many of the companies he is meeting are ‘downbeat’ regarding the potential for the global economy to contribute to investor returns in the coming years.
The outlook for telecommunications company Vodafone ‘is the most positive it has been for years’, following its latest results announcement, according to Richard Hunter, head of equities at Hargreaves Lansdown.
Mark Barnett, who succeeded Neil Woodford as manager of the Invesco Perpetual Income and High Income funds, believes that while the UK economy is ‘OK,’ the best phase of the economic recovery may already have passed.