Macro Views
Innovation key in Russia’s new economy – Baring AM
The importance of structural growth stories in “new Russia” cannot be underestimated, said Michael Levy, lead manager for the Baring Russia Fund.
Macro Views | 5 Apr 16
Blurred symmetry in Q1 fund performance figures
What a difference a year makes. In the first quarter of 2015, the top 10 funds were a mixture of Japanese equities, Russian equities, and biotechnology funds, with a frontier markets fund rounding things out.
Macro Views | 1 Apr 16
Investors ‘piling in’ to the dollar, says deVere’s Stanton
Investors are pinning their hopes on the dollar after sterling hit a nine-day high against the currency earlier this week and they will continue to do so over fears of a Brexit vote in June, says deVere group’s head of foreign exchange, James Stanton.
Macro Views | 1 Apr 16
Data key as wealth managers gear up for volatile summer
Like Janet Yellen’s Federal Reserve, it would appear that UK wealth managers are planning to be very data dependent in the second quarter.
Macro Views | 31 Mar 16
Don’t confuse illiquidity and volatility – Pimco
Financial markets have undergone substantial changes as a result of regulatory shifts, but according to Pimco’s global head of portfolio risk management, William de Leon, much of the volatility currently in evidence has more to do with central-bank induced uncertainty than illiquidity.