Five reasons why Hermes is bullish on Japan

The Hermes Global Equity Fund was positive about the US a year ago, when the market was still enjoying an environment of extremely loose monetary policy. Today, however, the strengthening dollar and immanent tightening will prove significant headwinds for US companies. Manager Geir Lode puts forward five reasons why his fund is increasing its focus on Japan […]

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Robert Peston Masterclass

In Asset TV’s double bill Masterclass, hosted by BBC Business’ Robert Peston, SWMC’s Stuart Mitchell discusses the upcoming election and the potential impact of a European referendum on financial markets.

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Shining bright: why top managers have their eyes on Ireland

Ireland is outshining its struggling eurozone peers, with Irish manufacturing output recently hitting its highest level in 15 years. Alken’s Nicolas Walkewski agrees the country’s economic story as a whole is compelling, but argues stock pickers need to be nimble to uncover the hidden gems amid the general upturn. 

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Nøddekær claims Chinese equities not too expensive

Emerging markets manager Jorry Nøddekær has insisted many Chinese equities are not too expensive despite the market soaring in the past year, reports Matthew Jeynes in FT Adviser. Nøddekær contends there is still value to be found in Chinese shares, particularly in sectors such as technology, telecommunications and consumer discretionary – which is why his Nordea 1 – […]

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Exciting opportunities as Saudi market opens

Oliver Bell, manager of T. Rowe Price’s Middle East & Africa Equity and Frontier Markets Equity Funds, discusses Saudi Arabia’s plans to open up the stock market directly to foreigners, and what this development – given the size, $554bn market cap, and depth of the market – means to investors.

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Why a Greek exit could be good for Europe

In this article for Morningstar’s “Perspectives” series, Bronze Rated Argonaut European equity manager Barry Norris explains why the eurozone can now afford a Grexit and contends it may not be such a bad idea – despite the implication for markets.

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European recovery has been underestimated: Stuart Mitchell

The recovery in domestic Europe has been underestimated, according to SWMC’s Stuart Mitchell. In an interview with Fundweb, Mitchell contends the banking and construction sectors – as opposed to QE – are continuing to drive growth in the continent.

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Should investors worry about the election?

With the General Election only a week away, it remains unclear what outcome the UK should expect – and what any of the myriad possibilities mean for investors. This is Money asks Brian Cullen, manager of the SWMC UK fund, and Hugh Yarrow, manager of the Evenlode Income fund, how they believe financial markets will play out.

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Three of Britain’s best investors on how to profit from the election

Buy, hold, or share FTSE shares ahead of election? Hugh Yarrow, manager of the Evenlode Income fund, argues the best approach is to buy shares that have big brands and secure positions in their respective industries – and not to try to second-guess the market’s emotional response to short-term political volatility.

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