Continued economic growth and ‘momentum from improved company earnings' will see US equity investors rewarded this year, according to Edmund Brandt, investment director at JP Morgan.
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Steve Andrew, manager of the M&G Episode Income Fund, has told What Investment that while he hasn’t invested in the Eurozone for two years, he remains a fan of the much maligned Chinese banking sector.
Mark Barnett, who succeeded Neil Woodford as manager of the Invesco Perpetual Income fund at the beginning of April, has said that his fund lost less value than its peers in March thanks to the performance of tobacco stocks and the stock market flotation of two previously unlisted holdings.
The recent slump in technology stock prices constitutes ‘a healthy correction’, not a repeat of the bursting of the dotcom bubble at the turn of the millennium, according to Mark Goldberg, global market strategist at JP Morgan Asset Management.
Property and absolute return funds can offer returns that are less tied to stock markets.
Richard Peirson: It's hard to find value right now, but I'm focused on emerging markets, house builders and cash
Richard Peirson, manager of the £622 million AXA Framlington Managed Balanced fund, has told What Investment that while ‘it is harder to find value at present than in previous years’, he has increased his exposure to emerging markets, house builders and cash.
The decision this morning by BlackRock to close the BlackRock Mining Opportunities fund, managed by the veteran Evy Hambro, is actually a sign that now is the time to invest in mining funds, according to Brian Dennehy, managing director at fund broker Fundexpert.co.uk.
Chinese GDP growth looks impressive on the surface, but investors ‘should be wary’ of investing in a pure China fund, according to Jason Hollands, managing director at Bestinvest.
Richard Hunter, head of equities at Hargreaves Lansdown, believes that the latest results from Tesco (LON:TSCO) offer a ‘glimmer of hope’ for investors in the ‘beleaguered’ supermarket giant.
Times are hard for savers in the current economic climate. With interest rates still incredibly low, those who have saved for their future are being punished for the sins of others.
Mike Kerley, manager of the Henderson Far East Income Fund (LON:HFEL), has acknowledged in his latest update to shareholders that the underperformance of the trust in March is the result of him making a number of incorrect asset allocation decisions.
Veteran fund manager Gervais Williams told What Investment this morning that while there are ‘genuine’ opportunities among companies developing new drugs, investors must be careful not to get ‘swept up’ in biotech bull markets.
Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that based on historical precedents, emerging markets could deliver returns greater than 10 per cent within the next 12 months.
Richard Kirby, manager of the £1 billion F&C Commercial Property Trust (LON:FCPT), has urged commercial property investors to retain their primary focus on central London, despite signs that property market growth is beginning to spread to the UK regions.