Cohen and Steers’ most and least favoured global real estate markets

Jon Cheigh, global portfolio manager of the Global Real Estate Securities fund at Cohen & Steers, discusses the opportunities available for real estate investors investing in listed properties as it is cheaper than deploying money into private markets. Cheigh highlights the opportunity in commercial real estate due to improving operating fundamentals in most global markets […]

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Forget the FANGs: Looking beyond the disruption hype

Jacob Mitchell, CIO and portfolio manager at Antipodes Partners, addresses the current investor fascination for disruptors. He tells Investment Week why he believes FANGs are overhyped and where he finds compelling opportunities in incumbents with overlooked fundamentals including NetApp, Hyundai Motor Company and Office Depot. Link

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AstraZeneca braced for pay revolt as sales disappoint

Neville White, head of SRI policy and research at EdenTree Investment Management, speaks to The Telegraph ahead of the AstraZeneca AGM. He states EdenTree will be voting against the remuneration report because of concerns around excessive bonus levels. Link

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UK smaller companies still appeal despite political headwinds

With the outlook for the UK small- and mid-cap stocks continuing to be dominated by Brexit headlines and the retail sector continuing to suffer, Phil Harris, fund manager of the UK Equity Growth fund at EdenTree Investment Management, considers the outlook for investors in Trustnet. In spite of the political landscape, he is confident of […]

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Investors Dump Italian Bonds and Bank Stocks on Euro Worries

Investors concerns have increased following the leaked Italian coalition agreement between 5-Star and League. Speaking to  The Wall Street Journal,Fabrizio Quirighetti, co-head of multi-asset at SYZ Asset Management, states with public debt at 130% of GDP Italy remains a risk. Link

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Passives lack means to make corporate managers accountable

Writing in Money Observer, Joseph Amato, chief investment officer for equities at Neuberger Berman, discusses the debate around active and passive investing and shareholder engagement. Amato notes that active investors benefit from the resources necessary for engagement and investors should be aware that active managers are better able to hold management teams to account on […]

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Bookmakers hit by £2 limit on betting machines

Neville White, head of SRI policy and research at EdenTree Investment Management, commented on the government’s plans to limit fixed odd betting terminals to £2 down from £100. White welcomes the government’s decision to put vulnerable gamblers and the social cost of addiction at the heart of a reformed policy on fixed odds betting terminals, […]

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Bond veteran: my FX shorts and why I don’t back ‘home run’ bets

Jon Jonsson, manager of the Global Bond Absolute Return fund at Neuberger Berman, speaks to Citywire Selector about his FX shorts, which include the euro and the Swiss franc. He also discusses his largest positions, which are currently on places in Europe he believes will recover and are undervalued currencies, but are subject to change. […]

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Four unloved healthcare stocks that stand to benefit from ageing populations

Claire Shaw, manager of the European Mid & Small Cap fund at SYZ Asset Management, highlights in Investment Week her top four European healthcare stocks which look set to benefit from an ageing population. She notes there are plenty of opportunities in this unloved sector with shifting demographics and increasing lifespans. Link

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Top Funds to Ride the Oil Price Rally

A fall in oil inventories and geopolitical uncertainties have helped drive the price of oil upwards. Richard Robinson, manager of the Ashburton Global Energy fund, comments in Morningstar “the implications for the market fundamentals are bullish – the market can hardly afford yet more oil to be removed from an already tight and tightening outlook.” […]

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