Equities
Markets ‘march on’ and euro gains on dollar after Macron win
Financial markets were placated by Emmanuel Macron’s victory in the French presidential election, as the euro soared against the greenback.
ANALYSIS: The innovation to usurp active management
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
US equities after the Trump rally – any opportunities left?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
Cohen & Steers launches global preferred securities fund
US-based investment manager Cohen & Steers will launch a Sicav global preferred securities fund, a sub-fund of its existing Luxembourg Ucits platform, in mid-May.
ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?