UK adviser sentiment shifts towards US equities

New_York_stock_exchangeUS, Asian and emerging market equities came out as the top choices for UK intermediaries and investment professionals in a survey of their investment sentiment. Ninety-four per cent of financial advisers said US stocks were a favourable investment opportunity for their clients, while 91% chose emerging markets and Asia. The number in favour of US equities in the most recent survey, which was carried out among 78 investment professionals in May and June, was up from 89% in the last survey, which was carried out among 111 professionals in February and March. Baring Asset Management, which publishes the results in its Barings Investment Barometer report, found 59% of professionals that were surveyed were either ‘quite’ or ‘very’ unfavourable to European equities. Asked what they were doing to help their clients through the current market volatility, nearly two-thirds (64%) of investment professionals said that portfolio diversification had become key.  This was closely followed by advisers who were encouraging more regular reviews of investment portfolios to make sure that risks were properly managed (44%). Just over a third (36%) of intermediaries had increased the level of risk/return analysis, while 31% of respondents said they had been encouraging investment in multi-asset products. ©2012 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.