Brian Cullen, UK equity portfolio manager at S. W. Mitchell Capital, tells Alpha Sight why he has deployed some cash into the UK markets after the recent weakness Continue reading “Why we deployed cash after recent UK sell-off”
Category: News
Exploiting Greece volatility to add credit risk
In this Alpha Sight update, John Pattullo, head of retail fixed income at Henderson Global Investors, discusses why the volatility surrounding the Greek turmoil is opening up opportunities. Continue reading “Exploiting Greece volatility to add credit risk”
Five stocks which can defy the Greek gloom
Tim Crockford, co-manager of the Hermes Sourcecap Europe ex-UK Fund, explains to Citywire Wealth Manager why revitalised European companies can defy the pervading Greek gloom.
Continue reading “Five stocks which can defy the Greek gloom”
Why FTSE titan Diageo can recover and thrive
In this Alpha Sight update, Hugh Yarrow, investment director at Evenlode, highlights some of the reasons why UK beverage giant Diageo can recover from its recent weakness and prosper once again. Continue reading “Why FTSE titan Diageo can recover and thrive”
Positioning portfolios for an eventual rate hike
In this Alpha Sight update, CEO of Investment Quorum Lee Robertson discusses the potential for a US rate hike and what this means for client portfolios. Continue reading “Positioning portfolios for an eventual rate hike”
EMs not headed for 1990s crises re-run, says T. Rowe chief
Emerging markets are not headed back to the crises of the 1990s according to Gonzalo Pangaro, manager of the T. Rowe Price Global Emerging Markets Fund. Despite investor fears, the Citywire + rated manager explains why the region today is in a very different place than it was two decades ago.
Continue reading “EMs not headed for 1990s crises re-run, says T. Rowe chief”
Venezuelan bond soars above mounting chaos of shortages
Venezuela’s foreign reserves are on course to run dry by next year – yet investors in the country’s short-term government-backed debt are laughing all the way to the bank.The Financial Times speaks to Jeff Kalinowski, emerging markets debt specialist at T Rowe Price, about the Venezuelan bond surge. Continue reading “Venezuelan bond soars above mounting chaos of shortages”
Does your income fund hold too much Glaxo?
Can GlaxoSmithKline sustain the dividend behind its eye-catching 6.5% yield? Citywire AA-rated Hugh Yarrow explains why he holds nearly 6% of his Evenlode Income Fund in the company.
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4 niche trades fixed income managers are playing
Macro headwinds may have led to an upsurge in volatility – but for Hermes’s Fraser Lundie, T. Rowe Price’s Stephane Fertat, Neuberger Berman’s Jon Jonsson and Stenham’s Tim Beck, it is also throwing up opportunities.
Continue reading “4 niche trades fixed income managers are playing”
Where to find value and growth in China today
In this Alpha Sight update, Charlie Awdry, portfolio manager at Henderson Global Investors, discusses the areas he is still finding attractive in China following the strong run for the country’s equity markets in 2015. Continue reading “Where to find value and growth in China today”