One year on from Brexit what has changed?

Neil Williams, chief economist at Hermes Investment Management, said that no other major economy had loosened its overall (monetary and fiscal) stance more than the UK in the longer term as he discussed the investment landscape one year on from Brexit in Trustnet. Link

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One year on from Brexit what has changed?

Ketan Patel, fund manager at EdenTree Investment Management, tells Trustnet that he has been surprised by the resilience of the UK equity market since the EU referendum. He says mid- and small-cap companies, which suffered initially, have managed to significantly outperform the FTSE 100 and the FTSE All Share since the end of June 2016. Link 

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One year on from Brexit what has changed?

Rogier Quirijns, portfolio manager at Cohen & Steers, discusses real estate one year on from Brexit in Trustnet. Quirijns says he has sold out of London office exposure before the vote, but since the referendum the likelihood of some banks moving some of their London-based operations to Europe had increased. Link

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Achieving a global income: Delivering growth and diversification

Ketan Patel, fund manager at EdenTree Investment Management, discusses income investing and dividend concentration in Investment Europe. He says that despite the first quarter of 2017 suggesting record pay outs he is concerned that dividends are becoming concentrated in specific stocks and sectors. Link

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Active beasts to thrive when jungle rule returns to markets

Hermes Investment Management’s Eoin Murray tells FETrustnet that a financial crisis may not be imminent but the end of a cycle is approaching. He says that we have companies borrowing without due protection afforded to lenders, which they really should be demanding. This could be a potential powder keg under bond markets, and one that is highly […]

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What is the outlook for oil as prices slip into bear market territory?

Richard Robinson, manager of the Ashburton Global Energy fund, believes the oil space will be a good place for investors over the next three to five years and is confident that conditions still support an oil price of between $60-$65 by the end of the year. He tells Investment Week that it is crucial not […]

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What is the outlook for oil as prices slip into bear market territory?

Ed Cowart, manager of the Nordea 1 – North American All Cap fund, tells Investment Week that fundamentals are sound in the oil space as demand continues to grow. He believes that current weakness in oil prices will prove transitory. Therefore they maintain a high conviction in their overweight position in the sector. Link

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China A-shares added to MSCI indices for first time

Gary Greenberg, head of emerging markets at Hermes Investment Management, was cautious as MSCI announced they would be including China A-Shares in the globally tracked Emerging Market index. His view is that many of the firms due to enter MSCI indices next year had not fully grasped the requirements of being a listed company and raises […]

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China shares win MSCI inclusion; Investors’ reaction

Gary Greenberg, head of emerging markets at Hermes Investment Management, remains concerned with corporate governance issues as China A-Shares are set to join MSCI’s emerging market index. He tells Fund Strategy that they continue to encounter large A-share companies who have yet to appoint an investor relations officer and who see no reason for senior management to meet […]

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