After an extended period of advocating caution on Chinese equities, AXA Investment Management’s senior strategist Mathieu L’Hoir has disclosed that he now sees the country's stock market in a more positive light.
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Investors considering placing some cash in the Eros International retail bond offering should be concerned about the company's ability to maintain a healthy cash flow in the coming years, according to Noelle Cazalis, credit analyst at Rathbone Unit Trust Management.
A proposal from chancellor George Osborne to scrap the hefty 55 per cent tax on an unused pension has been welcomed by pensions experts.
Nick Train, manager of the Finsbury Growth and Income trust (LON:FGT) which has returned a gain of 515 per cent since 1995, has told What Investment that he does not regard major oil stocks as good long-term investments.
Star property fund manager Richard Kirby: Why I'm not looking to put more cash into central London property right now
Richard Kirby, whose £1.1 billion F&C Commercial Property Trust has returned 61 per cent since launch in 2005, told What Investment this morning, ‘At the present time, I am not looking to allocate any more capital to prime central London property.’
Sophie Bosch de Hood, manager of the JP Morgan Brazil investment trust, told What Investment that the recent rally in Brazilian equities means that the stock market is now ‘priced for change’, regardless of whether October’s general election produces a result that the market will actually like.
Francis Brooke, high-performing manager of the £1.75 billion Trojan Income fund, has started to ‘build a holding’ in Royal Mail (LON:RMG) as he feels that the shares are ‘too cheap’.
Target Healthcare (LON:THRL), a real estate investment trust that invests solely in care homes in Britain, intends to maintain its current yield of 6 per cent as it issues new shares on the London market and buys more properties, according to Kenneth MacKenzie, managing partner of the fund.
A pair of leading fund managers, who manage a combined total of £2.6 billion for private investors, intend to shun Tesco (LON:TSCO) despite the recent price falls that have engulfed the stock.
Sterling is likely to continue to remain quite a way below the peak valuation of $1.72 to the pound seen in July, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund.
The plan announced this morning by the Royal Mint to allow private investors to buy gold coins is a ‘pricey’ way to invest in the asset class, according to Laith Khalaf, senior analyst at Hargreaves Lansdown.
Investors who have poured £4.5 billion into bond funds in the IMA sector so far in 2014 are hoping to cash in on a '35-year bull market’ in bonds, but this may be a forlorn hope, according to Alan Borrows, manager of the CF Seneca Diversified Income fund.
The decision of the Scottish people to vote no to independence from the United Kingdom has caused sterling, gilts and certain shares to rise this morning, and kindled renewed optimism around the UK stock market.
Christopher Down, chief executive at residential property investment firm Hearthstone Investments told What Investment today that house prices in Scotland could 'stagnate' if the country votes in favour of independence today.
Simon Edelsten, who recently took over the management of the Mid Wynd International investment trust, has identified for What Investment the five frontier market stocks he believes represent value for private investors right now.