Emerging Markets | 8 Jul 16
EM equities poised for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, says Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Commodities | 7 Jul 16
Watch for sterling swings and recovery in commodities – RLAM
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging market equities, says Trevor Greetham, head of multi-asset at Royal London Asset Management.
UK fund trade body working to improve fee disclosure rules
The UK’s Investment Association (IA) has assembled an independent advisory board of established industry figures to create a standardised disclosure framework for investment costs.
Fixed Income | 1 Jul 16
Booze and tobacco boost post-Brexit UK bond market
The success of Brown-Forman’s and British American Tobacco’s (BAT) sterling bond issuance Thursday proves investors are still jonesing for quality UK bonds, said Chris Bowie, portfolio manager at TwentyFour Asset Management.
Don’t underestimate the size of the passporting problem
The solution to the post-Brexit passporting problem is not as simple as setting up a brass plaque company inside the EU, according to financial regulatory lawyers Hogan Lovells.