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
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
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
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
Is duration risk an issue for high-yield investors?

Is duration risk an issue for high-yield investors?...

As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?

Published : 19, Jan 2017
GAM expands systematic Ucits fund range

GAM expands systematic Ucits fund range

Swiss-based asset manager GAM has launched a Dublin-domiciled Ucits version of its CCP Core Macro fund, targeting strong systematic macro returns with annualised volatility of 10%.

Published : 10, Jan 2017
Rotation from bonds into equities might not last long

Rotation from bonds into equities might not last...

Global growth in the second half of 2017 will help determine whether investors keep shifting assets out of bonds and into to equities, said Thomas Kwan, the chief investment officer for Hong Kong-based Harvest Global Investments.

Published : 6, Jan 2017
Analysis: New investment landscape for 2017

Analysis: New investment landscape for 2017

Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.

Published : 20, Dec 2016
Which asset classes performed best in 2016?

Which asset classes performed best in 2016?

2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.

Published : 19, Dec 2016
Russian stocks rally as Trump policy priorities take shape

Russian stocks rally as Trump policy priorities...

The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the 'Trump rally', or are there other, more structural reasons for this revival?

Published : 14, Dec 2016
ESG demand grows despite performance doubt

ESG demand grows despite performance doubt

Interest in environmental, social and governance (ESG) investing is set to grow despite no hard evidence on how it influences performance, according to Kelsey Biggers, head of investment risk at Franklin Templeton.

Published : 14, Dec 2016
ANALYSIS: Are the bulls about to charge?

ANALYSIS: Are the bulls about to charge?Lock icon

If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.

Published : 13, Dec 2016
Pimco calls for €30bn injection into Italian banks

Pimco calls for €30bn injection into Italian banks...

An equity injection of €30bn to €40bn could revive Italy’s beleaguered banks, according to Pimco’s global head of financial research Philippe Bodereau.

Published : 12, Dec 2016

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