Katrina Lloyd
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Vanguard Target Retirement funds crowd into Consistent 50
Investment Week and Morningstar's latest look at the most consistent fund managers across the unit trust and OEIC universe.
Update: Buxton sides with Barclays in fight against activist attack - Reports
Bank under attack from Edward Bramson
US distributors to feel the pressure from Trump's trade tariffs with China
The campaign fury in the build-up to the US mid-term elections may have been a factor in 'Red October', which saw the S&P 500 take a 10% intra-month hit.
What happens next for Asian equities after a 'tough year'?
Asian stockmarkets have had a tough year, culminating in October as trade tensions, a strong US dollar, rising bond yields and weaker Chinese macro data combined to send share prices sharply lower.
Architas' Causton: UK CEOs must be pragmatic about dividends
At this stage in the cycle, and in many sectors, there is continued pressure on company management to grow their dividends. There was record dividend growth in the UK in the second quarter and dividends are on track to reach a record high of close to...
Comgest's Wittet on how to find disruptors in Europe
Many investors spend their time trying to find the next disruptor, the next Uber or Netflix. Identifying the 'Next Big Thing' can make for a very profitable investment, as those companies have shown. However, predictions can more often be wrong than right....
Why now is the time to back 'out of favour' UK equities
The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
Crux's Penny: Navigating the Brexit 'unknowables' in UK equities
When the referendum vote for Brexit occurred in June 2016 few could have predicted the outcome, and even fewer still could have positioned a portfolio accordingly. An unexpected outcome and disruption led to the UK stockmarket rising.
What does a weak housing market say about US economy?
Household debt has fallen
Is a US recession on the cards?
The US economy is on its way to experiencing the longest growth cycle in history. The Federal Reserve has raised interest rates eight times since December 2015 in an effort to normalise monetary policy, and this has fuelled the debate about when the cycle...
View from the top: Asset managers need to address their environmental efforts
Newton IM's CEO comments on the importance of responsible investment
Are we heading for another late-1990s tech bubble?
Value comes from cash flows
The wild variations in Europe's economic landscape
Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.
The 'encouraging signs' from Vodafone
After a terrible share price performance since the start of the year, Vodafone provided a more reassuring set of half year results last week.
Why large-cap multinationals offer protection from growing volatility
Among an array of macro uncertainties, such as trade wars, protectionism, Brexit and political uncertainty, one of the principal reasons for spikes in equity market volatility this year has been liquidity. Central banks have provided unprecedented levels...
Meet the Investment Influencers: John Husselbee
Our interview series continues
Does Japan needs to implement excess cash levy?
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Does Europe have room to push higher?
For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...
Miton's Ford: Are economic conditions in the US set to decelerate?
After the S&P 500 index's 10% rally from the beginning of May to the end of August in dollar terms, investors have begun to question whether further gains are possible by year end.
Kames' Peden: Are markets seeing a changing of the guard?
Is the longest post-war equity bull run coming to end? Perhaps not entirely but global stockmarkets are certainly showing signs of fragility in a number of sectors.
Lyxor's Barjou: Bonds are not out of the woods yet
Fixed income investors could face a challenging end to the year, as the combination of shrinking central bank balance sheets and still solid growth data could be a headwind for bonds.
Premier's Hudson: Which companies will benefit from the hard-up consumer?
While surveys suggest the UK consumer is reasonably confident about their personal finances, we are less convinced.
Are infrastructure stocks really 'bond proxies'?
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
But what about the White Guy?
Changing company culture
Investing in Canada: The risks and opportunities
Opportunity set
Which currencies and bonds have been punished unfairly in 2018?
Tactical opportunities
The London-Shanghai Stock Connect: Opportunity for UK companies to flourish?
'Symbolic of a deeper Anglo-Sino economic relationship'
It is not necessarily the best tactic to just buy the highest-rated bonds
Expect government bond yields to rise
The prospect of new cities (and accompanying flow of capital) in the Gulf
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
Will the Fed soften its rate hike path?
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
How Angela Merkel's future could influence European markets
A new direction for Germany?
What is the outlook for US equities as investors face possible end of bull run?
Ahead of mid-term elections
Martin Gilbert: Investors should hunker down and prepare for a long, cold winter
Avoiding freezing of US-China ties
The big three concerns for investment managers… and how technology can provide a solution
Brexit fears at home and away
Justin Onuekwusi: Are we truly embracing inclusivity?
Complacency not an option in drive towards greater diversity
What are the barriers facing women as portfolio managers?
New Financial report into workplace diversity
Mind the gap: Three challenges facing returning mums
Addressing confidence, pay and hiring issues
IBOSS AM's Metcalfe: We expect US economic data to weaken sooner than many expect
Over the past few months, we have become more positive on US Treasuries.
The two sectors in Japan with the potential to add 'differentiated value'
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
Why 2018 has 'fallen short' of growth expectations
During 2017, investors enjoyed several positive surprises.
UBS AM's Magill details 25 years of value investing
Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
Investment Influencers catch-up: Justin Onuekwusi from Legal & General Investment Management
Our interview series returns
Investment Week digital edition - 29 October 2018
Latest edition of the print magazine online
Where are we in the commodity cycle?
Evolution of the current business cycle a boon
Looking beyond political uncertainty in UK equities
Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.
Why investors need to look through Japan's macro deterrents
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
Urbanisation and rising incomes further drive Asian consumption trend
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.