Joshua Spencer, manager of the T. Rowe Price Global Technology Equity fund, provides Investment Europe his views on six of the most promising stocks within the technology sector today. Continue reading “Spotting opportunities in modest growth for tech”

With the Chinese economic model now in crisis, Argonaut’s Barry Norris asks Investment Europe whether China, like the Soviet Union in 1959, has already peaked. Continue reading “Like Soviet Russia in 1959, has China already peaked?”

In this InvestorVlog update, Hugh Yarrow, investment director at Evenlode, discusses how highly cash generative and asset-light businesses are best placed to avoid dividend shocks. Continue reading “How to combat today’s dividend cover lows”

Never before have the nation’s working generations had such fundamentally different ideas of what retirement means, reports Your Money. As a gap continues to grow between living pension targets and the lifestyle people will likely be able to afford, Lydia Fearn proposes five tips for achieving pension planning success. Continue reading “Removing the five barriers to achieving a ‘living pension’”

The market has already priced in the Fed’s immanent rate hike and the real question is what will happen 2016, according to Neuberger Berman’s Jon Jonsson. Speaking with Citywire Modern Investor, the manager of the Global Bond Absolute Return fund discusses why the market has underestimated the pace of the first rate hike since 2006. Continue reading “Market underestimates pace of rate hike, says bond veteran”

Very few UK Equity Income funds have managed to consistently grow their dividends over the longer term – but one exception to the rule is the Evenlode Income fund, writes FE Trustnet. Here, Hugh Yarrow explains how he is aiming to avoid the increased risk towards dividends in the UK market next year. Continue reading “How UK equity income investors can avoid dividend cuts in 2016”

With oil prices at an seven-year low, Greg Bennett, fund manager at Argonaut Capital, gives Portfolio Adviser his view on the dynamics behind the figures and a sector fast emerging as a veritable house of cards. Continue reading “Oil price expectations and a house of cards”

In 1959 the Soviet Union looked as if it was on the road to economic domination of the world – but the model collapsed when it couldn’t sustain growth. Argonaut’s Barry Norris asks Morningstar: are there parallels with China? Continue reading “Like Soviet Russia in 1959, has China already peaked?”

With the Chinese economic model now in crisis, Argonaut’s Barry Norris asks the Financial Times whether China, like the Soviet Union in 1959, has already peaked. Continue reading “Like Soviet Russia in 1959, has China already peaked?”

With sentiment towards emerging markets at historic lows but many fund buyers positioning for a rebound, T. Rowe Price’s Mike Conelius tells FE Trustnet why further short-term weakness is a good buying opportunity for investors. Continue reading “Are these the best funds to play a recovery in bombed-out emerging markets?”