For today’s Investment perspective, we wanted to focus on some of the holdings in the Omnis funds that have had an interesting story and have performed well this year.   We have been speaking to many of our investment managers over the past few weeks to uncover three very different stock examples for you to share with clients:   • A take-over potential from the Omnis UK Smaller Companies Fund • A company poised to benefit from a long-term trend from the Omnis Asia Pacific ex Japan Fund • An unloved company that is turning around its fortunes from the Omnis Income & Growth Fund.
Our monthly OMPS update is now available, where we explore why it pays to be an active investor, and share the latest tactical asset allocation.
The pandemic continued to unsettle global financial markets during August. Read more in our September market commentary.
Investing in stock markets can sometimes be unnerving, particularly when there is negative news flow all around us. We explore why it’s important to ignore the noise and invest for the long term. We explore why it’s important to ignore the noise and invest for the long term.
There are several places you can choose to allocate your investments and it can be confusing. In our latest Investment Perspective article we explore what you need to know when it comes to building a diversified portfolio.
The Monthly OMPS update is now available, where we explore why it pays to be an active investor and what opportunities we’ve identified as the world slowly starts to return to normal. This update also includes the latest tactical asset allocation.
The post-pandemic recovery remains strong, but while inflation is hotter than expected it should only be temporary. The Fed has considerably raised its expectations for inflation this year and brought forward the timeframe on when it will next raise interest rates. It is now signalling that there could be two rate hikes in 2023, after saying in March there would be no rate rises until 2024. Here is our latest Omnis Managed Portfolio Service monthly update which incorporates our macroeconomic views and latest asset allocation positioning.