Neuberger Berman: The case for subordinated securities

Julian Marks, manager of the Neuberger Berman Corporate Hybrid Bond fund, explains in Investment Europe why hybrid bonds can provide quality, sustainable yields that appeal to both investors and finance directors, despite being often overlooked by investment-grade and high-yield managers alike. Link

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Commercial Real Estate Investors Turn Cold on London

Rogier Quirijns, senior vice president and portfolio manager at Cohen & Steers, discussed his decision to reduce his UK exposure in response to Brexit. He tells Institutional Investor that they favour exposure to logistics and alternative asset classes in the UK rather than traditional London offices. Link  

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OYSTER CONTINENTAL EUROPEAN SELECTION: Patience is a virtue for fund manager Michael Clements as top stock reveals rich rewards

Mike Clements, manager of the OYSTER Continental European Selection fund at SYZ Asset Management discusses his rigorous stock-picking process with particular focus on high-quality businesses which are temporarily out of favour. In This is Money, he emphasises the need for patience, to avoid buying stocks at a premium. His approach has so far ensured the […]

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Why you’re wrong and US tech is cheaper than you think

Tom Fitzgerald, associate fund manager at EdenTree Investment Management, explains why US tech companies are not as expensive as many investors think and why he continues to back the sector. Fitzgerald notes that the large technology stocks, also known as the FANG stocks – Facebook, Amazon.com, Netflix and Google – are delivering sales and earnings growth […]

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Actively Managed Funds Triumph as Volatility Picks Up

As volatility rises and stock correlations collapse, Joe Amato, president and CIO of Equities at Neuberger Berman, notes that active management is making a comeback. In Morningstar Perspectives, he explains that with high single-stock volatility and significant sector rotations, capital allocation is being driven by company-specific factors and a ‘risk-on, risk-off’ approach rather than by […]

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Sanlam FOUR: Can the raging bull continue its charge?

Colin McQueen, manager of the Stable Global Equity fund at Sanlam FOUR, remarks the second highest bull market in US history is so narrow in nature that investors should be prepared for a pullback. Nonetheless, in Portfolio Adviser, he points out that market runs usually end when we are least expecting it. Link

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Hermes Investment Management: Can the raging bull continue its charge?

Eoin Murray, head of investment at Hermes Investment Management, notes he hasn’t yet spotted his two favourite signals that the US bull has reached a market top. In Portfolio Adviser, he lists the first one as “the point when some market participants will try to convince you that we are faced with a new paradigm” […]

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Neuberger Berman: Can the raging bull continue its charge?

Richard Nackenson, manager of the Neuberger Berman US Multi Cap Opportunities fund, thinks US equities will keep trading at a relative premium to non-US equities. In Portfolio Adviser, he explores why the second highest bull market in US history is likely to continue. Link

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T. Rowe Price: Can the raging bull continue its charge?

Jeff Rottinghaus, portfolio manager of the T Rowe Price US Equity Fund is on the fence in the bull market debate. He tells Portfolio Adviser it has been a difficult environment and expects that it will remain challenging for the foreseeable future, given the production growth anticipated from ongoing gains in productivity and innovation. Rottinghaus […]

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Opportunities in China for those not expecting hard landing

Jorry Rask Nøddekær, manager of the Nordea 1 – Emerging Stars Equity fund tells Fund Strategy the growing consumer-focused area of the economy has delivered on our expectations, while ‘old China’ has actually held up a little better than expected. He has been finding particularly good opportunities in the healthcare sector as China’s population ages and there is […]

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