T. Rowe Price’s Tenerelli: Further European equity upside justified if corporate momentum continues

Investors have benefited from sustained earnings growth, ongoing economic recovery and perceived a reduction in political risk. Dean Tenerelli, manager of the T. Rowe Price European Equities fund, discusses his outlook for European equities in Investment Week as he believes the many positive factors will help counter any tightening of monetary policy. Link

Read more

T. Rowe Price: Can value make a comeback in 2018?

Jeff Rottinghaus, manager of the T. Rowe Price US Equity fund, believes that as strong stock performances across both ends of the investment spectrum come to an end, the best course of action is to maintain a diversified US equity exposure. He believes that investors who adhere to only one investment style may be limiting […]

Read more

Edentree IM: Can value make a comeback in 2018?

Robin Hepworth, manager of EdenTree’s Higher Income and Amity International funds, tells Portfolio Adviser that, in the current climate of synchronised global growth, he expects long-term outperformance for value in 2018. Link

Read more

Why you’re wrong to blindly follow the herd into Japanese equities

Joel Le Saux, manager of the OYSTER Japan Opportunities fund at SYZ Asset Management, discusses why investors should be weary of the Japanese equity rally. In FE Trustnet, he explains that Japanese equities are likely to lag the rest of the world next year as dividend growth is slow and foreign investors could pull as […]

Read more

Monetary policy: Too much of a good thing

Silvia Dall’Angelo, senior economist at Hermes Investment Management, believes central banks need to reign in quantitative easing in order to improve productivity growth. She tells Investment & Pensions Europe it is time to adopt other approaches, including structural reform and fiscal policy. Link

Read more

Italy considers unwinding ‘Fornero’ law’s state pension age rise

As Italian lawmakers debate increases to state pensions that could affect Italy’s public finances, Silvia Dall’Angelo, senior economist at Hermes Investment Management, argues it would be unwise to raise expenditure. In Investment & Pensions Europe, she notes “the sustainability of debt dynamics relies crucially on containing expenditure on state pensions.” Link

Read more

Neuberger’s Jonsson on key bond trades heading into 2018

Jon Jonsson, manager of the Global Bond Absolute Return fund at Neuberger Berman, discusses his five key trades heading into 2018. In Fund Strategy, he outlines why he is reducing corporate credit risk and increasing risk in currency and rates markets in his portfolio. Link

Read more

Dow Industrials Close at Another Record High

Hartwig Kos, CIO and co-head of multi-asset at SYZ Asset Management, outlines his market positions in light of strong economic growth in the US. In the Wall Street Journal, he explains he is in a ‘perfect spot’ with his holdings in US banks and economically sensitive corners of the market. Link

Read more

1 2 3 4 187
top