Global equity income funds at risk of IMA sector exit in 2015
investmentweek Global equity income funds must face up to the prospect of switching sectors in 2015 as the Investment Management Association (IMA) begins to monitor rolling three-year yields.
View ArticleShould income seekers be turning to EMs?
investmentweek The dearth of value opportunities in Western equity markets alongside a host of other issues leaves emerging market equities as the last man standing. Should income seekers change their...
View ArticleAXA's Forbes-Wilson: M&A boom is over
investmentweek 2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA...
View ArticleAberdeen's head of North American equities exits
investmentweek Aberdeen Asset Management's head of North American equities Paul Atkinson will be leaving the firm at the end of June.
View ArticleM&G admits to Global Dividend 'complacency' in open letter to investors
investmentweek M&G has written to investors in its £9.5bn Global Dividend fund and acknowledged "there may well have been some complacency" around underperforming stocks in 2014.
View ArticleInvesco's Barnett buys BP but holds off on Tesco
investmentweek Invesco Perpetual Income manager Mark Barnett has been buying BP on recent price weakness but said it may be “too late” to build a stake in Tesco.
View ArticleNewton scraps yield discipline on Higher Income fund
investmentweek BNY Mellon Investment Management is set to change the names of two of its funds, the Newton Global Higher Income and Higher Income, and scrap the yield discipline on the latter.
View ArticlePolar Capital to launch second European Income fund
investmentweek Polar Capital plans to add a second European Income fund to its range following demand from clients for a fund which excludes UK stocks.
View ArticleWhy Asia’s income bulls still have years to run
investmentweek Why income bulls still have years to run Mark Williams, co-manager of the Liontrust Asia Income fund, explains why the peak of the bull run in Asian equities is not even close and the...
View ArticleWill UK bond proxies flourish again this year as rate rise concerns fade?
investmentweek Consumer staples have returned to the top of UK equity managers’ agenda as later-than-expected rate hikes reignite the debate over the outlook for the sector.
View ArticleThe winners and losers from Sanlam's latest Income Study
investmentweek JOHCM’s Clive Beagles has seen his UK Equity Income fund demoted in Sanlam Private Investments’ latest Income Study, while AXA IM’s George Luckraft has moved on to the recommended list.
View ArticleHow Majedie's Reid topped the UK equity income rankings
investmentweek Holding on to ‘turbulent’ financials has paid off Majedie UK Income fund manager Chris Reid tells Anna Fedorova about the investment calls that helped him maintain strong performance in...
View ArticleOMGI's Message ramps up banking exposure on dividend hopes
investmentweek Old Mutual Global Investors income manager Stephen Message is running one of the largest overweights to financials in his sector, in the expectation UK banks are set to return cash to...
View ArticleFidelity's Roberts: There is no underlying investment case for oil majors
investmentweek 'No investment case for oil majors' Last year was a difficult year for global funds, many of which suffered due to an overweight to struggling commodities and an underweight to the...
View ArticleSmall but beautiful or big and ugly: Where should income seekers look?
investmentweek The mega-cap income payers have been battered recently, so should investors be seeking out the small but beautiful divi-payers? Unicorn's Simon Moon explains why.
View ArticleGuinness to close 0.25% Global Equity Income share class to new investment
investmentweek Guinness Asset Management is to close the 'Z" share class on its Global Equity Income fund to new investment as of the end of April.
View ArticleThreadneedle’s Colwell adds to Centrica in contrarian trade
investmentweek Threadneedle’s Richard Colwell is adding more to stocks including Centrica and GlaxoSmithKline as he seeks contrarian equity income plays for the months ahead.
View ArticleBeagles: Why I refuse to invest in 'bond lookalikes'
investmentweek JO Hambro Capital Management's Clive Beagles has blamed an underweight in defensive stocks for the underperformance of the £2.7bn UK Equity Income fund last year but said he refuses to...
View ArticleFourth Invesco fund to exit IA UK Equity Income sector
investmentweek Invesco Perpetual’s £600m Income & Growth fund is to move out of the Investment Association’s UK Equity Income sector this Friday (27 February) after failing to meet the trade body’s...
View ArticleFive stocks powering the Evenlode Income fund
investmentweek Hugh Yarrow (pictured) and Ben Peters, managers of the Evenlode Income fund, have revealed the top five stocks which have helped drive the success of their top-performing portfolio.
View ArticleUpdate: Can Lloyds become an 'income stalwart' as it resumes dividends?
investmentweek Lloyds Banking Group is finally beginning to look attractive again for income managers as it restarts dividend payments for the first time since the crisis.
View ArticleSLI's Troup: Stock Connect has not been the big bang we expected
investmentweek Standard Life Investments’ Global Equity Income fund manager Kevin Troup tells Laura Dew why his Hong Kong listed holdings are slow-burners and explains his decision to buy a Nokia bond,...
View ArticlePolar Capital's Davis: Why consumer staples are powering ahead in Europe
investmentweek Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity...
View ArticleMontanaro unveils fee offer for seed investors in Equity Income fund
investmentweek Small-cap boutique Montanaro is offering seed investors the opportunity to allocate to its Equity Income fund at a zero management fee until it reaches £100m in size.
View ArticleBrooke gets co-manager on Troy Income & Growth
investmentweek Troy Asset Management's Hugo Ure has been promoted to co-manager of the Income & Growth investment trust run by Francis Brooke.
View ArticleAXA IM to merge Luckraft equity income funds
investmentweek AXA Investment Managers is to merge its Framlington Equity Income fund into the Framlington Monthly Income fund, subject to unitholder approval.
View ArticleUK election countdown: A time for pragmatic investing?
investmentweek The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of...
View ArticleHeadline dividends halve in Q1 - Capita
investmentweek Headline dividends more than halved in the first quarter of 2015, according to Capita, although it has revised up its annual forecast.
View ArticleInvesco's Barnett warns on UK earnings growth challenge
investmentweek Invesco Perpetual's Mark Barnett speaks to Investment Week about new ideas, unquoted positions, and the outlook for UK equities.
View ArticleBeagles moves to highest-ever weighting in 'extraordinary value' small caps
investmentweek Clive Beagles has increased the small cap weighting to the highest ever level in the history of his JOHCM UK Equity Income as he identifies 'extraordinary value' in the space.
View ArticleRWC's Purves & Lance stick to guns over 25% cash weighting
investmentweek RWC's income managers Ian Lance and Nick Purves are continuing to run significant cash weightings in their portfolios on the view markets are "more than 20% overvalued".
View ArticleLazard’s Ryan: EMs can do well even when Fed starts hiking
investmentweek Emerging market stocks can flourish in the face of a tightening cycle from the US Federal Reserve, according to Lazard Global Equity Income manager Pat Ryan.
View ArticleCourtiers to launch trio of income funds
investmentweek Wealth manager Courtiers is preparing to launch three income funds in a bid to attract pension savers.
View ArticleTime to jump ship? Alternatives to Newton Asian Income
investmentweek The departure of Newton's Asian Income manager Jason Pidcock came as a shock to fund buyers earlier today, but what are the options for those wishing to move their cash?
View ArticleEvenlode's ten dividend stocks for the next five years
investmentweek Evenlode Income manager Hugh Yarrow identifies ten stocks he expects to product long-term sustainable dividend growth.
View ArticleWoodford returns to AJ Bell with £21m investment
investmentweek Neil Woodford has made a new investment in AJ Bell via a fundraising round which ensures the Invesco Perpetual-backed platform will remain a private company.
View ArticleAre 'bond tourists' a threat to UK equity income funds?
investmentweek“Bond tourists” investing in dividend-paying stocks are causing concern for UK equity income managers, who predict increased volatility as debt starts to sell off.
View ArticleTroy's Brooke reduces utilities on bond yield fears
investmentweek Troy Trojan Income manager Francis Brooke has been reducing his fund's position in utilities to protect against the threat of rising bond yields.
View ArticleYield squeeze forces UK income fund managers to look overseas
investmentweek UK equity income managers have been utilising more of their overseas investment budgets as they struggle to find suitable opportunities in the UK.
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