European fund demand for equities expected to peak in 2018
European asset managers’ appetite for equities is at its highest since March 2015 with the majority of fund managers responding to Bank of America Merrill Lynch’s latest fund manager survey reporting an overweight allocation despite seeing the asset class as expensive.
UK equity income investors on alert as dividend cover plummets
UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
Investors see value in FTSE 250 after election surprise
While investors aren’t finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
Specialisation is key to finding alpha, says fund selector
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment
Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.
Asset managers turn sour on Anglo-Saxon equities
During the week Theresa May formally triggered the start of the process that will take the UK out of the European Union, UK equity sentiment hit another record low. Return expectations for US equities also fell into negative territory.