- Best Practice
- Members' Area
- Your IA
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.
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
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.
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?
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.
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
An equity injection of €30bn to €40bn could revive Italy’s beleaguered banks, according to Pimco’s global head of financial research Philippe Bodereau.
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.
With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.
The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.
China’s debt-to-GDP increased to 250% in the first quarter this year from 154% in 2008. But Lombard Odier believes the picture is not as bad as it seems.
Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?
If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
There are a number of parallels to be drawn between the current debt overhang in China and 1980s Britain, particularly in the northeast, says Matthews Asia chief investment officer, Robert Horrocks.
Wayne Sorour, head of Old Mutual International South Africa, talks to us about the...
The UAE Insurance Authority (IA) is to issue a new...
The United States will become the last global tax haven...
HM Revenue & Customs boosted revenue from its counter-avoidance...
Nucleus chairman and Skandia founder Paul Bradshaw...
Malta has been accused of being a tax haven after a...