Be contrarian in the face of Trump uncertainty

Be contrarian in the face of Trump uncertainty...

Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.

Published : 29, Nov 2016
Finance, energy and health sectors in focus for 2017 - Citi

Finance, energy and health sectors in focus for...

Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. says Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment.

Published : 28, Nov 2016
Will US equities binge mean a Thanksgiving hangover?

Will US equities binge mean a Thanksgiving hangover?...

As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.

Published : 25, Nov 2016
Don’t mistake equities’ current sanguine run for real strength

Don’t mistake equities’ current sanguine run for...

Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.

Published : 24, Nov 2016
Pictet adds long/short global equity fund to range

Pictet adds long/short global equity fund to range...

Pictet Asset Management has added a long/short global equity fund to its total return range.

Published : 24, Nov 2016
Fiscal policy could drive Asian equities in 2017 - BlackRock's Swan

Fiscal policy could drive Asian equities in 2017...

A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.

Published : 23, Nov 2016
Wells Fargo adds US small cap and equity Ucits to range

Wells Fargo adds US small cap and equity Ucits...

Wells Fargo Asset Management has launched two Luxembourg-domiciled Ucits funds: the Global Focused Equity and US Small Cap Value funds.

Published : 22, Nov 2016
Mirae launches first-sharia compliant fund

Mirae launches first-sharia compliant fund

Mirae Asset Global Investments has launched a sharia-compliant version of its flagship Mirae Asia Sector Leader Equity fund.

Published : 22, Nov 2016
European outflow spree spreads to government bonds

European outflow spree spreads to government bonds...

European equities are now on their longest net outflow streak since 2012. But it is not just equity funds that are being sold off. Bond funds are also under increasing pressure.

Published : 22, Nov 2016
Trump election sparks record US equity inflows

Trump election sparks record US equity inflows...

Donald Trump’s election victory has triggered an almost unprecedented move into US equities. According to Lipper fund flows data, American investors funnelled a record net sum of $27bn (£21.6bn, €25.2bn) to US equity ETFs during the seven days after the election.

Published : 18, Nov 2016
Asian equities rise but volatility to remain

Asian equities rise but volatility to remain

Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain

Published : 15, Nov 2016
Don’t underestimate the US growth engine – Slater

Don’t underestimate the US growth engine – Slater...

Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so

Published : 14, Nov 2016
ANALYSIS: Is the S&P 500 election dip a great buying opportunity?

ANALYSIS: Is the S&P 500 election dip a great...

American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.

Published : 4, Nov 2016
European investors lukewarm about US equities – but Trump can change that

European investors lukewarm about US equities...

European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.

Published : 3, Nov 2016
‘Brexit losers’ looking increasingly attractive – Columbia Threadneedle

‘Brexit losers’ looking increasingly attractive...

The confusion and capitulation that have come with the UK’s vote to leave the EU have and will continue to create opportunities within the UK equity space, argues Columbia Threadneedle’s UK team.

Published : 27, Oct 2016
Election brouhaha bruises confidence in US equities – Lloyds

Election brouhaha bruises confidence in US equities...

Investors in the United Kingdom are less enthusiastic about US equities under the shadow of the presidential election, according to the latest figures from the Lloyds Bank Investor Sentiment Index.

Published : 25, Oct 2016
China: a challenging but compelling investment case

China: a challenging but compelling investment...

China’s consumption story is expanding quickly, creating some of the most appealing investment cases currently available to investors, particularly as markets are yet to fully price in the pace of urbanisation in the country, says UBP's Peng Yao.

Published : 19, Oct 2016
Protectionist presidency poses biggest risk to US equities

Protectionist presidency poses biggest risk to...

Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”

Published : 18, Oct 2016
Woodford launches offshore feeder fund

Woodford launches offshore feeder fund

Woodford Investment Management is launching an offshore feeder fund for the CF Woodford Equity Income fund, offering investors outside the UK an opportunity to invest in high profile fund manager Neil Woodford’s investment strategy.

Published : 14, Oct 2016
M&G to launch Luxembourg-based Sicav amid Brexit fears

M&G to launch Luxembourg-based Sicav amid Brexit...

M&G Investments has announced plans to launch Luxembourg-domiciled Sicavs in response to predictions that Britain is likely to experience a ‘hard Brexit’ when it leaves the European Union in 2019.

Published : 10, Oct 2016

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