Equities
Positivity meets uncertainty in a global equities dilemma
Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.
Deutsche AM: Hot Asian equities have room to run
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia Pacific chief investment officer.
Smith & Williamson unveils Artificial Intelligence equity fund
London-based investment boutique Smith & Williamson has launched a global thematic Artificial Intelligence equity fund.
Managers slash US weighting to nine-year low
Global fund managers’ exposure to US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch fund manager survey for July.
Will 2017 be the year of the active manager?
Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat their benchmarks.