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Are valuations across asset classes currently too high?

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Research Archive

Warning sign for equities as managers expect corporate slowdown By Rob Langston 18-Aug-2017 10:30 AM
Fund managers maintain higher cash levels as BofA Merrill Lynch Fund Manager Survey reveals more bearish sentiment over equities.

Miton’s Jane on the ‘most hated bull market in history’ By Rob Langston 17-Aug-2017 04:30 PM
David Jane, manager of Miton’s multi-asset fund range, examines the impact of central bank policy on the market and what investors should be aware of as the current cycle enters its latter stages.

Capital Economics warn next US recession only a few years away By Rob Langston 17-Aug-2017 12:00 PM
US economist Michael Pearce explains why a recession in the US might follow in 2019 despite the stimulative effect of president Donald Trump’s mooted tax cuts.

Rathbones: How India could overtake China By Rob Langston 16-Aug-2017 06:00 PM
On the anniversary of Indian independence, Rathbones head of asset allocation strategy Ed Smith and head of collectives research Mona Shah explore whether the emerging market could overtake its neighbour.

Why you shouldn’t rely on passives for Japanese exposure By Rob Langston 16-Aug-2017 12:00 PM
JP Morgan Asset Management’s Nicholas Weindling talks through the current drivers of the Japanese economy and where the firm is finding opportunities.

BlackRock beats Vanguard in FE Passive Crown rebalance By Rob Langston 15-Aug-2017 06:00 PM
More than half of UK Gilt tracker funds were awarded a top FE Passive Crown rating in the latest rebalance by FE.

Miton multi-cap income fund retains top position in Sanlam’s White List By Rob Langston 15-Aug-2017 10:00 AM
Changes at the top for Sanlam UK’s biannual guide to the best UK equity income funds revealed in latest edition of study.

What the US/North Korea stand-off means for investors By Rob Langston 14-Aug-2017 12:00 PM
FE Trustnet considers the impact of the growing tensions between North Korea and US president Donald Trump on investor portfolios.

Why JPM Global Macro Opps has recently been adding volatility By Rob Langston 11-Aug-2017 01:00 PM
Shrenick Shah, co-manager on the £790.4m JPM Global Macro Opportunities fund, explains how the fund has positioned for global growth with recent additions to the portfolio.

What lessons did fund managers learn from the financial crisis? By Rob Langston 10-Aug-2017 12:00 PM
Several managers and industry professionals highlight their main lessons from the global financial crisis, 10 years after it began.

The best and worst performing funds since the global financial crisis By Rob Langston 09-Aug-2017 12:00 PM
Investors continue to feel the impact of the financial crisis a decade after it began, but which funds have thrived since then and which have struggled?

BMO research reveals dip in top quartile consistency during second quarter By Rob Langston 08-Aug-2017 10:30 AM
IA Sterling Corporate Bond sector emerges as most consistent during second quarter, latest research from multi-BMO Global Asset Management’s multi-manager team finds.

How multi-asset specialists are tackling current high valuations By Rob Langston 07-Aug-2017 06:00 PM
Multi-asset specialists explain how they are investing against a backdrop of elevated valuations and where they see opportunities.

Matthews Asia: Why active management offers better returns in the fast-growing Asian economies By Rob Langston 07-Aug-2017 12:00 PM
Portfolio strategist David Dali explains how active management can mitigate risks of the under-researched emerging Asia markets.

Premier’s Evan-Cook: I’m mentally prepared for a rocky ride By Rob Langston 04-Aug-2017 12:00 PM
Simon Evan-Cook, senior fund manager for multi-asset funds at Premier Asset Management, says there is a group of investors who want high returns but are unwilling to risk drawdown.

Henderson and Foll’s UK small and mid-cap stock picks for income By Rob Langston 03-Aug-2017 12:30 PM
Lowland Investment Company managers James Henderson and Laura Foll highlight several UK small- and mid-cap stocks for investors seeking income from outside the FTSE 100.

Could Bank of England sell corporate bond holdings, asks M&G’s Woolnough By Rob Langston 02-Aug-2017 12:00 PM
Veteran fixed income investor and FE Alpha Manager Richard Woolnough asks when governor Mark Carney will offload the bank’s corporate bond book.

Fidelity’s Roberts: Why we’re backing ‘old’ tech for income By Rob Langston 01-Aug-2017 10:00 AM
Dan Roberts, portfolio manager of Fidelity Global Dividend, explains why the technology sector can be overlooked by income managers as valuations soar.

Franklin Templeton’s Spencer on its three themes for UK mid caps By Rob Langston 31-Jul-2017 10:00 AM
Paul Spencer, lead manager of Franklin UK Mid Cap, reveals which parts of the UK mid-cap space it is targeting against a more challenging investment backdrop.

Wider trust discounts can pay-off, says Kepler’s Paget By Rob Langston 28-Jul-2017 12:30 PM
Alex Paget, research analyst at Kepler Trust Intelligence, explains how trusts in the UK All Companies sector trading at wide discounts have been able to deliver solid returns.

Franklin Templeton’s Hardenberg: One emerging markets sector you should keep an eye on By Rob Langston 27-Jul-2017 11:30 AM
Carlos Hardenberg, manager of the Templeton Global Emerging Markets fund, explains why the tech sector is likely to play an important role in emerging markets growth in the coming years.

Fidelity’s Nicholls: China is a stockpickers’ market By Rob Langston 26-Jul-2017 12:00 PM
FE Trustnet talks with Fidelity China Special Situations manager Dale Nicholls about the opportunities in China and why it remains a compelling long-term investment story.

FE Alpha Manager Savvides finds opportunities in an uncrowded UK market By Rob Langston 25-Jul-2017 12:00 PM
JO Hambro Capital Management’s Alex Savvides explains why he remains positive on the UK market despite the challenges facing the economy.

Winners and losers from the latest FE Crown rebalancing By Rob Langston 24-Jul-2017 10:00 AM
Following the FE Crown rebalance, FE Trustnet explores some of the more significant changes to ratings to find out who fared best and worst in the latest update.

Fund managers fear crash in global bond markets By Rob Langston 20-Jul-2017 11:30 AM
BofA Merrill Lynch Fund Manager Survey shows managers are also increasing their Japanese equities overweights as they become more bearish on US.

Are these financials funds worth considering? By Rob Langston 19-Jul-2017 01:00 PM
With funds focused on financial equities among the best performers over the past year, FE Trustnet examines some of the more interesting strategies in the sector.

Could this be the next major emerging market for investors? By Rob Langston 18-Jul-2017 04:30 PM
With Saudi Arabia under consultation for inclusion in the key MSCI Emerging Markets index benchmark, FE Trustnet explores the outlook for the Middle Eastern powerhouse.

FE Alpha Manager Cutler: The oil stock we’re backing in the low price environment By Rob Langston 18-Jul-2017 01:00 PM
Orbis Investments manager Alec Cutler explains why he is backing BP despite the challenging outlook for oil prices.

UK set for record year of dividends, says Capita By Rob Langston 17-Jul-2017 12:00 PM
Payouts expected to hit £90.6bn in 2017 thanks to robust underlying growth, special dividends and FX gains.

Are funds focused on the US mid-cap space worth considering? By Rob Langston 14-Jul-2017 01:00 PM
With the US large cap space notoriously difficult for active managers to outperform in, FE Trustnet explores the mid-cap space.

FE Alpha Manager Cosh: The European recovery is now embedded By Rob Langston 13-Jul-2017 01:00 PM
BMO Asset Management’s Sam Cosh describes the outlook for European smaller companies and highlights some of the stocks he is backing over the long term.

 
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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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