Mind the fund gap, says Wellian
The investment environment in 2016 will require more “cherry picking” of individual managers and funds on an ongoing basis, according to Wellian Investment Solutions’ CIO Richard Philbin.
Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
Experts focus on European, Japanese equities after rate hike
Industry commentators remain positive about equities in 2016 following the US rate hike, opting for Europe and Japan over the US.
When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
Investors maintain cautious approach for ASEAN
Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.