As investors adjust to the recent volatility coming out of China, SWMC’s Stuart Mitchell explains how he anticipated the slowdown in 2013. He tells Investment Europe why the de-rating for China-exposed stocks is set to continue, while company and macro evidence indicate the European recovery is gathering momentum. Continue reading “Expect years of pain for China-exposed European stocks”

Impending interest rate hikes could see REITs experience a short-term wobble but they will underpin global property’s upward trajectory, according to Neuberger Berman’s Gillian Tiltman. She explains to Portfolio Adviser why the very nature of interest rate hikes spells good fortune for global property – despite the double threat of a liquidity-induced dash for the exits and the interest rate impact on debt-leveraged investments. Continue reading “Protecting your property in the rate rise REITs wobble – Neuberger Berman”

Nest’s recent move into emerging market debt could signal an opportunity for other schemes following the summer sell-offs, but advisers have warned that choosing the right countries and managers is critical. Redington’s Pete Drewienkiewicz speaks to Pensions Expert about the trend towards EMD. Continue reading “EMD: Good diversifier or not the right time?”

Parts of the continent might remain economic basket cases, but investors in European investment funds are faring somewhat better. Argonaut’s Oliver Russ tells This is Money how the numbers coming out of Europe indicate big chunks of the corporate community are in rude health and set to deliver double-digit earnings growth this year – which could be the turning point investors have been waiting for. Continue reading “Argonaut European enhanced income fund: Investors could benefit from the robust profits growth of European corporates”

S.W. Mitchell Capital’s Stuart Mitchell and Jamie Carter tell Portfolio Adviser why they expect up to five years of continued underperformance from European stocks exposed to China and are holding firm with their underweight position. Continue reading “China to hit European stocks over medium term”

You know you should save extra pennies in a pension – but holidays and restaurants seem more tempting. How can we overcome the desire for instant gratification? Morningstar’s Emma Wall speaks to Redington investment consultant Freddie Ewer about the challenges facing savers and how education can help. Continue reading “Changing Social Norms to Boost Income in Retirement”

The Hermes Global Emerging Markets Fund has fared very well in the last seven years, returning more than 100% compared to 66% from the average fund in the Investment Association’s global emerging markets sector. This has much to do with the expertise of fund manager Gary Greenberg, reports Money Observer.  Continue reading “Fund profile: Hermes Global Emerging Market”

Redington has entered a “growth phase” and aims to boost staff numbers by more than a quarter in its current financial year, after its pre-tax profits doubled in the 12 months to the end of April. Head of strategy Mitesh Sheth tells Financial News how the investment consultant has benefitted from its decision to not go down the fiduciary management route and to focus on boosting its number of retained clients, as opposed to one-off projects. Continue reading “Redington enters ‘growth phase’ as profits double”

In the latest installment of Money Observer’s “Buy, Hold, Sell” feature, Jeremy Lang, manager of the Ardevora Global Equity Fund, employs his innovative investment strategy to decide what to invest in and what to bet against.  Continue reading “Buy, hold or sell: Ardevora Global Equity”

Redington’s Karen Heaven speaks to Professional Pensions about the key questions facing schemes in light of recent volatility. Continue reading “The key questions schemes need to ask about volatility”