Investment
Oil, renminbi stabilisation good news for Japan equities
A combination of strong corporate earnings and the stabilisation of both the Chinese renminbi and global oil price are making “deeply undervalued” Japanese equities more attractive, according to Tokyo-based Sompo Japan Nipponkoa Asset Management (SNAM).
ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
British expats lose High Court battle over ‘Brexit’ vote
British expats will not have the right to vote in the UK’s upcoming EU referendum after a High Court challenge to the rules failed on Thursday.
Asset managers expect US equity collapse
Asset management companies expect US equities to generate negative returns in excess of 5% in dollar terms, according to a poll conducted in April by International Adviser’s sister publication Expert Investor.
Macro Views | 28 Apr 16
Asset Allocator: Pragmatism in the face of volatility
Markets have experienced some savage volatility of late
but Cazenove’s Nick Georgiadis is adamant a pragmatic
philosophy can turn up underlying economic growth.