John Ventre, the experienced head of multi-asset investing at Old Mutual Global Investors, has told What Investment that despite the negative trends threatening emerging market equity returns in the coming years, emerging market assets should be a winner in 2015.
Latest from What Investment
High-profile fund manager Nick Train, who runs the Finsbury Growth & Income Trust (LON:FGT) and the Lindsell Train Investment Trust (LON:LTI), has nominated publishing company Pearson and games console maker Nintendo as two stocks with the potential to grow revenue significantly as the US dollar strengthens.
Gervais Williams, manager of the absolute top-performing fund in the IMA UK Smaller Companies sector over the past 12 months, has outlined for What Investment the two stocks with a market cap of less than £150 million that he believes represent rapid growth prospects in the future.
In the aftermath of the global financial crisis, many amateur buy-to-let investors around the country had reason to curse the old adage 'safe as houses' as the housing market dived.
Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund, has revealed that he has been ‘happily’ buying more shares in banking giant Barclays (LON:BARC).
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).
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.
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.