Markets
Selection ProfilesRSS
BlackRock Gold & General
BlackRock Gold & General manager Evy Hambro admitted to being has been 'thoroughly disappointed' by the poor performance of listed gold equities over the past few months but still believes the catalysts for positive reratings are in place.
Marlborough UK Micro Cap Growth
Marlborough UK Micro Cap Growth fund manager Giles Hargreave is sitting out the current volatility as he believes the market may have further to fall.
Newton Real Return
Newton Real Return manager Iain Stewart has been disappointed by the performance of corporate bonds and gold positions within the £5.5 billion fund over the past 12 months that saw the fund produce flat performance.
iShares S&P 500
We run the rule over our passive pick to access the US stock market, the iShares S&P 500.
Invesco Perpetual Corporate Bond
Paul Causer and Paul Read, managers of the Invesco Perpetual Corporate Bond fund, believe inflationary pressures will not reassert themselves in the near term. The duo point to macroeconomic data that suggests inflation will remain subdued and as a result, UK interest rates will not rise rapidly.
Threadneedle UK Equity Income
Threadneedle UK Equity Income manager Leigh Harrison and co-manager Richard Colwell are continuing to try to blend defensive stocks with more growth-orientated stocks in what Harrison calls an 'all weather portfolio' which he tips to outperform in a gently rising market.
HgCapital Trust
HgCapital Trust has remained cautious on new investments over the past 18 months but took the opportunity to add German stock Qundis to the portfolio in recent days.
First State Global Resources
First State Global Resources fund manager Joanna Warner is wary that geopolitical risks, particularly in the Middle East , will sustain high oil prices and put further pressure on global growth and the margins of mining companies.
JPM New Europe
JPM New Europe managers Oleg Biryulyov and Sonal Pandit believe a dividend culture is slowly starting to take root in Russia as a focus on stronger corporate governance gains traction.
Fidelity South East Asia
Fidelity South East Asia manager Allan Liu has been increasing his exposure to domestic facing companies in China, as the country continues its gradual shift away from an export-focused business model to a domestic one.
Ignis Argonaut European Alpha
Ignis Argonaut European Alpha fund manager Barry Norris thinks the European Central Bank will have to instigate further monetary stimulus as global growth slows, despite deeming its liquidity initiative a success.
Trojan
Sebastian Lyon believes the stockmarket rally is likely to peter out and that the recent bounce is likely to prove temporary as the economic pressures of low growth reassert themselves.
First State Indian Subcontinent
Sashi Reddy, co-manager of the First State Indian Subcontinent fund, believes that the Indian government’s 50 basis point interest rate cut is ‘too much, too soon’. Reddy points to the newly created Indian consumer price index as evidence that inflation is not at the publicised 28 month low of 6.9% and that coalition pressure on the government has forced the move.
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