Stock picking talent is something that is rightly celebrated, but Portfolio Adviser warns today’s obsession with active share is in danger of becoming nothing more than a marketing ploy. Eoin Murray, head of investment office at Hermes Investment Management, explains why active share is “much talked about, often misunderstood and occasionally misused.” Continue reading “Active share trend ‘misunderstood and misused’”

Global healthcare M&A reached $265bn  last week – 77% higher than at the same point of 2014, which was the largest year on record for healthcare M&A by a huge distance. Stenham Asset Management senior analyst Bruce Harington explains to Investment Europe why he believes the healthcare M&A wave shows no signs of abating. Continue reading “M&A wave in global healthcare poised to roll on”

Søren Lolle and Karsten Bierre, co-managers of the Nordea 1 Flexible Fixed Income fund, have slashed Danish mortgage bond exposure and piled into UK gilts since the start of the year. Here, the Citywire A-rated bond duo explain why they have aggressively cut holdings in the specialist sector. Continue reading “Star Nordic duo slash Danish bond bets to bulk up on UK”

If the UK is to achieve sustainable retirement provision, policy needs to be aligned with long-term objectives rather than short-term vote winning. In this column for Pensions Age, Redington’s Rob Gardner outlines a five point plan for a healthier financial future, with the aim of fuelling further policy debate. Continue reading “A five-point plan for a healthier financial future”

Gianluca Monaco, partner at Ardevora Asset Management, explains why the team remains optimistic on the restructured airline industry in this Alpha Sight update. Continue reading “The opportunity in airlines remains sky high”

In this AlphaSight update, Jamie Carter, portfolio manager at S. W. Mitchell Capital, explains why the recent erosion of the small cap premium is poised to reverse. Continue reading “Small cap premium de-rating set to reverse”

While the path has not always been smooth, non-BRIC countries such as the Philippines, Peru, Indonesia, Egypt and Thailand have delivered over the past decade. Scott Berg, manager of the T. Rowe Price Global Growth Equity Fund, discusses emerging markets in Morningstar’s “Perspectives” series.  Continue reading “Why have the BRICs underperformed other emerging markets?”

Evenlode Income manager Hugh Yarrow identifies ten stocks he expects to product long-term sustainable dividend growth. Continue reading “Evenlode’s ten dividend stocks for the next five years”

In this Alpha Sight update, Stuart Mitchell, founder of S. W. Mitchell Capital, explains why he is still bullish on the European banking sector despite fears over onerous regulation. Continue reading “Dramatic recovery in European bank lending”

Fund managers spend a lot of time trying to identify “dividend growers” while avoiding the companies that cut their dividend, as Tesco, Centrica, Severn Trent, Tullow Oil and Morrisons have this year. In this Telegraph article, Evenlode Income’s Hugh Yarrow discusses ten shares for dividend growth.  Continue reading “Ten shares for dividend growth”