The recovery in domestic Europe has been underestimated, according to SWMC’s Stuart Mitchell. In an interview with Fundweb, Mitchell contends the banking and construction sectors – as opposed to QE – are continuing to drive growth in the continent. Continue reading “European recovery has been underestimated: Stuart Mitchell”

With the General Election only a week away, it remains unclear what outcome the UK should expect – and what any of the myriad possibilities mean for investors. This is Money asks Brian Cullen, manager of the SWMC UK fund, and Hugh Yarrow, manager of the Evenlode Income fund, how they believe financial markets will play out. Continue reading “Should investors worry about the election?”

Buy, hold, or share FTSE shares ahead of election? Hugh Yarrow, manager of the Evenlode Income fund, argues the best approach is to buy shares that have big brands and secure positions in their respective industries – and not to try to second-guess the market’s emotional response to short-term political volatility.

Continue reading “Three of Britain’s best investors on how to profit from the election”

Asia has been a difficult place to invest in over the last few years – but it is a different story now, writes manager of the T. Rowe Price Asian ex-Japan Equity fund Anh Lu in FT Adviser. Attractive valuations, earnings growth, and rising regional economies – exacerbated by positive reform momentum and low oil prices – have moved Asia away from the so-called ‘temper tantrum’ of May 2013. Continue reading “Enough positives in Asia to avoid a ‘taper tantrum’ repeat”

Nick Lewis, vice president of investment consulting at Redington, talks to the FT’s Sophia Grene about the UK’s chaotic fiduciary management market – and the methodology being developed by IC Select to address it. Continue reading “Chaotic pension performance measurement tamed”

It is difficult to underemphasise the significance of ECB QE, for which there is now essentially an open-ended commitment. The logical conclusion of these policies is the ECB will, if necessary, monetise the debt of all eurozone sovereigns – as long as their governments are not beyond the pale. In turn, argues Barry Norris of Argonaut Capital Partners, it is increasingly likely that  Greece is ejected from the eurozone. Continue reading “Does eurozone QE now make Grexit more likely?”

Oliver Bell, manager of T. Rowe Price’s Middle East & Africa Equity and Frontier Markets Equity Funds, discusses Saudi Arabia’s plans to open up the stock market directly to foreigners, and what this development – given the size, $554bn market cap, and depth of the market – means to investors. Continue reading “T. Rowe Price: Exciting Saudi opportunities as market opens in June”

At a time when regulators are cracking down on company visits, Reuters reports that London-based Ardevora has shunned corporate access – on the basis meeting CEOs can skew investor judgement. Continue reading “The fund that never meets with company CEOs”

Jeremy Lang of Ardevora Asset Management reveals five well-known dividend stocks that he believes to be overpriced relative to their longer term income potential. Arguing that “choosing to not own certain stocks is at least as important as choosing what to own”, Lang explains why he is backing companies such as Next, Reckitt Benckiser and BAT. Continue reading “Five income stocks the market is wrong about”

With a time horizon of up to 18 years, Junior Isas have tremendous growth potential. City AM’s Annabelle Williams asks Hugh Yarrow, manager of the Evenlode Income Fund, Stuart Mitchell, manager of the SWMC European Fund, Jeremy Lang, manager of the Ardevora UK Income Fund, and Jorry Rask Noddekar, manager of the Nordea 1 – Emerging Stars Equity Fund, how to invest to unlock decades-long returns.

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