Investment
Markets celebrate Macron victory in French elections
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied, while peripheral bond yields collapsed.
Hong Kong’s wealthy missed out on the ‘Trump bump’
Hong Kong’s multi-millionaires failed to adjust their portfolios in time to benefit from strong equity markets after the 2016 US presidential election, a Citi survey revealed.
Macro Views | 24 Apr 17
MacDonald on Architas’ use of ‘high conviction’ funds
Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.
Massive investor shift from US to eurozone equities
Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.
Newcomer Europe ex UK funds to watch
The following funds are relatively new launches but feature experienced managers with strong track records running similar strategies elsewhere, according to Morningstar.