With aftershocks still reverberating across global markets, Investment Week asks managers for their view on ‘Black Monday’ and how they are protecting their portfolio amid ongoing market volatility. Jorry Rask Nøddekær, manager of the Nordea 1 – Emerging Stars Equity Fund, explains why he remains in the ‘glass half full’ camp. Continue reading “How are you positioning your portfolio in light of recent market sell-offs?”

Advisers precluding investment trusts on liquidity concerns might be surprised at just how many boast £100m+ market caps, writes Winterflood Business Services’ Helen Oxley for Professional Adviser. While liquidity concern is regularly cited as the reason why many have yet to widen their portfolio reach to include the sector, most investment trusts are showing improving levels of liquidity. Continue reading “Investment trusts: Why your perception of liquidity is probably wrong”

European markets had a painful opening on August 24 after Chinese stocks closed at their lowest level since 2007, causing ripples across the globe. However, Dean Tenerelli, manager of T Rowe Price’s European Equity and Continental European Equity funds, tells Citywire Global why European investors should not fear the long-term fallout of ‘Black Monday’.  Continue reading “China’s Black Monday moment: what it means for investors”

The recent wave of negative macro news from should not leave investors hiding in the shadows, according to Hermes’ head of equities Andrew Parry and head of emerging markets Gary Greenberg. Despite ongoing volatility in Europe and China, the pair tell Citywire there are still long-term growth and value opportunities to be found. Continue reading “Hermes EM and equity chiefs welcome ‘dose of fear’ after China fallout”

Apple’s 11% decline led the fall as US stocks followed Europe and Asia down. But amidst the selling there were some asset allocators that saw more reasons for positivity than for panic. Nordea’s Jorry Rask Nøddekær tells Trustnet why the sharp falls in stock prices are yielding a lot of value opportunities in other parts of the market. Continue reading “A few bulls left after China shock”

As the sell-off in global stocks continued on Monday after last week’s losses, the Wall Street Journal canvasses leading strategists and investors, including T. Rowe Price’s Dean Tenerelli, for their views on the long-term implications. Continue reading “Strategists React: Markets Face ‘Vicious Circle’”

As the effects of China’s ‘Black Monday’ continue to influence markets, Dean Tenerelli, manager of T. Rowe Price’s European Equity Fund, explains why Europe will weather the long-term ramifications – notwithstanding China’s global importance. Continue reading “T. Rowe Price comments on China and European markets”

How do you track down the best income shares? Look for the opportunity for dividends to grow, according to Hugh Yarrow. The manager of the Evenlode Income fund explains the thinking behind his ‘Dividend 20:20 – Ten dividend growth stocks for the next five years’ report in the latest episode of This Is Money’s Investing Show. Continue reading “The Investing Show: Ten dividend shares for the next five years”

With rate rises looming, Neuberger Berman’s Jon Jonsson tells Investment Week why investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets. Continue reading “Why relying on ‘pre-2012 correlations’ for diversification is putting bond portfolios at risk”

With the clock ticking on a potential US rate rise, Neuberger Berman’s Jon Jonsson, T. Rowe Price’s Scott Berg, Evenlode Income’s Hugh Yarrow, and Montreux’s Oliver Harris tell Citywire Wealth Manager how best to position for the impending change in policy. Continue reading “Five asset plays to navigate rising interest rates”