Markets celebrate Macron victory in French elections

Markets celebrate Macron victory in French elections...

Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied, while peripheral bond yields collapsed.

Published : 24, Apr 2017
MacDonald on Architas’ use of 'high conviction' funds

MacDonald on Architas’ use of 'high conviction'...Lock icon

Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.

Published : 24, Apr 2017
Europe ex UK funds beat index over three key timescales

Europe ex UK funds beat index over three key timescales...Lock icon

The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.

Published : 21, Apr 2017
Harness ‘animal spirits’ for investment success

Harness ‘animal spirits’ for investment success...

Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.

Published : 12, Apr 2017
Old Mutual, Nedbank, Sanlam hit by South Africa’s junk status

Old Mutual, Nedbank, Sanlam hit by South Africa’s...

South Africa’s credit rating downgrade to junk status has had an inevitable knock-on effect on the country’s life insurers and banks, including Nedbank, Old Mutual and Sanlam.

Published : 12, Apr 2017
Best performing sectors for UK funds in 2017

Best performing sectors for UK funds in 2017

The results are in - here are the 10 strongest-performing sectors on a total return basis according to the UK's Investment Association and data from FE Analytics.

Published : 10, Apr 2017
Most European insurers ignore responsible investment criteria

Most European insurers ignore responsible investment...

Only one-in-three European insurance companies take environmental, social and governance (ESG) criteria into account when investing, and most of these do so because of regulatory pressure, according to a survey by Axa IM.

Published : 6, Apr 2017
ANALYSIS: Protectionist US policies no threat to China

ANALYSIS: Protectionist US policies no threat...

The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.

Published : 4, Apr 2017
Markets shrug off May’s Article 50 notification – are they right?

Markets shrug off May’s Article 50 notification...

UK prime minister Theresa May picked an early fight with EU leaders in her letter formally triggering the UK's Brexit process though bond, equity and currency markets hardly responded. But perhaps they should have.

Published : 29, Mar 2017
How to profit from negative yielding markets

How to profit from negative yielding markets

Bondholders have been penalised by traditional benchmarks that have failed to grasp the current reality of low and negative yields, First State Investment’s Jamie Grant has said.

Published : 24, Mar 2017
Fees on European funds ‘must come down’, warns regulator

Fees on European funds ‘must come down’, warns...Lock icon

Asset managers in Europe must reduce the cost of their products, Steven Maijoor, chair of the European Markets and Securities Authority (Esma) has warned.

Published : 21, Mar 2017
Ten years on, are investors repeating the mistakes of 2007?

Ten years on, are investors repeating the mistakes...

Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Niall O’Connor.

Published : 16, Mar 2017
How low can sterling go?

How low can sterling go?

Sterling hit an eight-week low on Tuesday morning in reaction to parliament’s approval of the Article 50 bill – but with at least two years of negotiations ahead, could the currency fall even further?

Published : 14, Mar 2017
No basis for hawkish turn as ECB holds firm

No basis for hawkish turn as ECB holds firm

A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017.

Published : 9, Mar 2017
Asia fund professionals bullish on global economy

Asia fund professionals bullish on global economy...

The global macro economic outlook for the next 12 months is bright, according to a poll conducted by our sister publication Fund Selector Asia.

Published : 27, Feb 2017
US tops newly-launched 'Political Stability Index'

US tops newly-launched 'Political Stability Index'...

Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.

Published : 23, Feb 2017
Is political risk in Europe a buying opportunity?

Is political risk in Europe a buying opportunity?...

Political risk in Europe is likely to be short-lived and presents a buying opportunity for European high yield credit, according to Craig Ellinger, UBS Asset Management’s Chicago-based global head of high yield.

Published : 15, Feb 2017
Forecasts frustrated by too many unknowns

Forecasts frustrated by too many unknowns

Caution should prevail while economists struggle with forecasts in a climate of too many unknowns, according to François Duhen, chief economist and strategist at Swiss banking group Crédit Mutuel-CIC.

Published : 15, Feb 2017
ANALYSIS: Time to worry about inflation?

ANALYSIS: Time to worry about inflation?

Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?

Published : 14, Feb 2017
ECB remains in wait-and-see mode as inflation picks up

ECB remains in wait-and-see mode as inflation...

The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.

Published : 20, Jan 2017

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