How will investors react to political uncertainty?

Hartwig Kos, vice-CIO and co-head of multi-asset at SYZ Asset Management, believes markets could be disappointed by the general election result if the Conservatives end up with a smaller majority. He tells Investment Week that such a result would have a severe impact on sterling and would increase the risk of the UK leaving Europe […]

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Group profile: Cohen & Steers on their plans for the UK market

Marc Haynes, head of sales and client service at Cohen and Steers, discusses the firm’s plans as they expand into the UK market. The listed real estate specialists have recently launched sterling share classed for the Sicav versions of the Global Real Estate Securities fund and the Global Listed Infrastructure fund as well as a European […]

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A-rated manager examines the future of frontier markets

Oliver Bell, lead portfolio manager of the T. Rowe Price Frontier Markets Equity Strategy, examines the outlook for Frontier Markets. As Pakistan is upgraded to EM status, Argentina may follow suit. Peru risks being downgraded to frontier status and Nigeria could be on a path that sees it become a stand alone market. Link 

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China worries temper emerging markets optimism

Hartwig Kos, co-head of multi-asset at SYZ Asset Management, believes investors are being too complacent about the risks in China. He tells the Financial Times that he is concerned by Chinese equities and has more than halved his allocation to China since the beginning of the year. Link

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Investors hung out to dry as erratic Trump fails to deliver

Mark Sherlock, manager of the US SMID fund at Hermes Investment Management, says that US companies will withstand the impact of Trump. Sherlock says that although confidence is slipping due to President Trump’s inability to pass promised legislation there is still reason to be optimistic for domestically focused stocks, particularly as tax reform and deregulation still […]

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The seven golden rules of multi-asset investing

Hartwig Kos, co-head of multi-asset at SYZ Asset Management, examines the ‘seven golden rules’ for investors in Trustnet. Kos says that investors should forget about benchmarks, be dynamic and explore the asset class spectrum. Kos’ view is that creative investors who do not follow the crowd will find new opportunities and that ‘going the extra […]

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How to invest in the growth of online gaming

The online gaming industry has grown rapidly with a compounded annual growth rate of around 12 per cent over the last 10 years. Gérard Guerdat, investment analyst at SYZ Asset Management, tells Fund Strategy that the industry can be divided into operators, suppliers and affiliates.  The affiliates offer the most attractive entry point as they […]

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Making India great again

Simon Finch, co-manager of the Ashburton India Equity Opportunities fund, examines the case for India in Investment Europe. Finch explores Modi’s reformist agenda, the increasing shift to digitisation to reduce corruption and political stability. His view is that that India will remain favourable for investment in the medium to long term. Link 

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Evenlode: Can a restlessness to innovate pose a threat to businesses?

Ben Peters, CEO and fund manager at Evenlode Investments, notes that being dissatisfied with the status quo can lead to positive investment and societal outcomes through an impetus to innovate in Fund Strategy. Peters says that even businesses that are dominant within their market must innovate in order to avoid a competitor filling unknown gaps. One investment case […]

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