Investment
Emerging Markets | 18 Aug 15
EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
Investment | 17 Aug 15
OPINION: Carney’s conversations beg a few questions
Mark Carney has, according to the Sunday Times, told fund managers to prepare for a mass sell-off in stocks and bonds that could be triggered by a Bank of England rate hike.
Investment | 17 Aug 15
ANALYSIS: Should investors worry as interest rate inertia creeps?
Conjecture over the timing of the first UK rate rise is becoming almost as routine as the industry’s misplaced adaptation to the ‘abnormal’ 0.5% rate presently in place.
Fixed Income | 17 Aug 15
Slumping commodities requires high yield rethink – Lundie
A combination of sovereign-related and company specific credit downgrades in the resources sector has seen a dramatic change in the make-up of the global high yield credit market said Fraser Lundie, co-head of credit at Hermes.
Fixed Income | 17 Aug 15
Flows into RMB bonds likely, says JPM
As authorities take further steps to internationalise the RMB, the currency will strengthen over the medium-term, making onshore bonds attractive, according to JP Morgan Asset Management.