Investment
Fixed Income | 9 Jan 17
Investors dump bonds as reflation trade takes hold
European investors sold off all types of bonds and bought US equities in November as bond yields and inflation expectations surged. Has the great rotation now finally started?
2017 will be a good year for EM equities
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Pakistan to drive frontier investing?
The acronym VARP is popping up, led by an increasing interest in Pakistan investment.
Rotation from bonds into equities might not last long
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.
The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?