Investors should be turning their attention to small-cap stocks – instead of their larger counterparts – to play the export-led recovery in Europe, S. W. Mitchell Capital’s Jamie Carter tells Investment Week. Continue reading “Five small caps to play the export-led recovery in Europe”

The record pace of M&A activity cannot last forever and investors need to start preparing for the ‘yield-orientated market bubble’ to pop, Citywire AA-rated David Eiswert has said. Citywire reports Eiswert – who runs the T. Rowe Price Global Growth Equity Fund – believes monetary stimulus measures have aided increased activity. Continue reading “Global equity star: how to play the end of the yield hunt”

Nicolas Walewski, founder of Alken Asset Management, explains to Alpha Sight why French auto giant Peugeot’s share price resurgence is still in its infancy. Continue reading “Why Peugeot’s share price can still double”

T. Rowe Price’s David Eiswert explains to FE Trustnet how he is protecting his fund against the unwinding of the current bubble in defensive assets. Continue reading “How to protect yourself against “today’s yield-oriented bubble””

Kevin Loome, the head of US credit at Henderson Global Investors, cautions on HY energy names and recent new issuance in this latest Alpha Sight update. Continue reading “US energy high yield remains under pressure”

The Chinese housing market has reached a bottom and therefore will present new opportunities for investors given its strong government-backing, according to manager of the Neuberger Berman Short Duration Emerging Market Debt fund in his latest commentary.  Continue reading “Chinese housing market has reached a bottom, says NB manager”

Professional Pensions reports that Redington has announced the promotions of Dan Mikulskis, Pete Drewienkiewicz and Mitesh Sheth, as the innovative advisory firm gears up for the next stage of its business growth.  Continue reading “Redington expands team”

In this Alpha Sight video update, Eagle Asset Management’s David Blount, a portfolio manager for Nordea, discusses the current misconceptions surrounding the US consumer. Continue reading “Fears for US consumer spending are unfounded”

Strathclyde Pension Fund has approved more than £130m of investment in alternative assets, such as wind farms and trade finance, as it explores niche investments. Aniket Das, senior vice president of manager research at investment consultancy Redington, explains why schemes are often hesitant to invest in niche assets due to the difficulty faced identifying value in unfamiliar areas – and why understanding of the opportunities is key. Continue reading “Strathclyde pours over £130m into niche assets”

Leading independent investment consultant Redington announces a number of key promotions, as the innovative advisory firm gears up for the next stage of its business growth. Continue reading “Redington announces key promotions as it prepares for next stage of growth”