European earnings growth set to drive equities in 2017

European earnings growth set to drive equities...

European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.

Published : 23, Feb 2017
US equities – the Trump honeymoon period continues

US equities – the Trump honeymoon period continues...

A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?

Published : 22, Feb 2017
Asian equities defy Trump

Asian equities defy Trump

Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets, bar Latin America.

Published : 22, Feb 2017
Investors keep pouring money into US equity ETFs

Investors keep pouring money into US equity ETFs...

Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.

Published : 20, Feb 2017
Investors keep pouring money into US equity ETFs

Investors keep pouring money into US equity ETFs...

Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.

Published : 20, Feb 2017
Trump tweets on US stocks winning streak , but is he right?

Trump tweets on US stocks winning streak , but...

The S&P 500 stock index posted a record high on Wednesday, prompting Donald Trump to tweet enthusiastically that the market was on its “longest winning streak in decades”. Is this correct, or are we dealing with just another alternative fact?

Published : 17, Feb 2017
iShares European ETF first to top $20bn

iShares European ETF first to top $20bn

Blackrock's iShares Core S&P 500 Ucits ETF has become the first European ETF to top $20bn (£16.1bn, €18.9bn) in assets, coinciding with new highs in the S&P 500 index as the reflation trade continues.

Published : 16, Feb 2017
‘Hidden tech’ could be key to equities returns - Hermes

‘Hidden tech’ could be key to equities returns...

It was announced on Thursday that Snap, owner of Snapchat, has been valued at $22.2bn (£17.8bn, €20.9bn) ahead of its IPO next month, but could the secret to technology investments be in finding the ‘hidden’ technologies propping up the household names?

Published : 16, Feb 2017
Sentiment toward equities drops sharply in 2017, research shows

Sentiment toward equities drops sharply in 2017,...

Investor confidence in the stock market has halved in the past two years due to the joint impact of political uncertainty and low interest rates, according to research from the UK's Association of Investment Companies (AIC).

Published : 15, Feb 2017
Sarasin & Partners launches eurozone equity fund

Sarasin & Partners launches eurozone equity fund...

Asset management group Sarasin & Partners has launched the Sarasin Systematic Eurozone Equity fund, which aims to provide investors with capital growth over the long term.

Published : 13, Feb 2017
EM shares to overcome US headwinds, says Goldman Sachs AM

EM shares to overcome US headwinds, says Goldman...

A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.

Published : 8, Feb 2017
Japanese equities ‘among cheapest’ in developed economies

Japanese equities ‘among cheapest’ in developed...

Most commentators believe Japan’s domestic environment remains encouraging in terms of the outlook for 2017, says Lena Tsymbaluk, investment research analyst at Morningstar.

Published : 7, Feb 2017
Passive investments set to overtake actives by 2024, says Moody's

Passive investments set to overtake actives by...

Assets held in passive investments will represent more than 50% of the US market in four to seven years' time, with the growth rate in Asia expected to increase, according to a Moody's report.

Published : 6, Feb 2017
Time to top up on European equities?

Time to top up on European equities?

Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?  

Published : 31, Jan 2017
Europe's ETF market hits record but sales growth slows

Europe's ETF market hits record but sales growth...

The European ETF market hit a new record in terms of total funds under management last year though the flow of money in the asset class slowed from the record levels of 2015, according to new data from Thomson Reuters Lipper.

Published : 30, Jan 2017
US equity markets to ignore protectionist threat

US equity markets to ignore protectionist threat...

If Donald Trump makes good on his proposal to impose tariffs on all imports from Mexico to fund the construction of a wall on the country’s border with the US, this will have a profound impact on the US economy and on the profitability of some US companies. Are markets right to ignore this threat for now?

Published : 27, Jan 2017
Europe offers investors great opportunities, says Fidelity’s McQuaker

Europe offers investors great opportunities, says...

A pickup in growth and earnings on the horizon in Europe offers investors could outweigh the political risks that many have focused on leaving its markets undervalued, according to Fidelity International’s Bill McQuaker.

Published : 27, Jan 2017
Chinese debt and equity in the year of the Rooster

Chinese debt and equity in the year of the Rooster...

Those born in the Year of the Rooster are said to be hard working, patient, resourceful and courageous. M&G Investments’ equity and fixed income teams explore how these characteristics can be utilised to help investors navigate through the challenges and opportunities to come.

Published : 25, Jan 2017
Best and worst equities funds in Asia in 2016

Best and worst equities funds in Asia in 2016

Brazil, Russia and commodities funds were among Asia's best performers in 2016, while China funds were among the worst.

Published : 24, Jan 2017
Trump’s inauguration and the effect on equities

Trump’s inauguration and the effect on equities...

As Donald Trump is sworn in as the 45th president of the US, International Adviser has compiled the latest views on how his inauguration may effect your investments.

Published : 20, Jan 2017

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