Brexit
Commodities | 26 Sep 16
Gold alternatives in the post-Brexit world
With gold having been one of 2016’s most popular defensive strategies against persisting low returns and the struggle for income, Legal & General Investment Management’s multi-index fund range manager Justin Onuekwusi outlines four alternatives to gold for the post-Brexit world.
UK equities and the long goodbye
As the market reacts to the UK’s shock decision to leave the EU, active managers are underperforming their passive peers when it comes to UK equities.
Macro Views | 13 Sep 16
Fed worries will not stop steady global expansion – RLAM
The sell-off over concerns that the Federal Reserve may raise rates on 21 September could develop into a good buying opportunity if economic growth persists, according to Trevor Greetham, head of multi asset at Royal London Asset Management.
Macro Views | 7 Sep 16
Excess liquidity ‘likely to constrain growth’ for years
Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.
Improving Chinese economy should keep EM calm – Kames
An improving Chinese economy should keep emerging markets calm and means that emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.