A return to the value style is gaining traction but, with a host of continental elections on the horizon, European banks may be cheap for a reason
The dollar could rise as much as 30% further from current levels said Raoul Pal on Tuesday, pushed further by a funding shortfalls and the move toward protectionism.
The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.
As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?
European Wealth's Richard Stammers and Nigel Marsh discuss why they like UK equities and why the Trump-led bond rout may not be a bad thing.
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
Right now, which currency share class you choose is a much more material allocation decision than the call on the asset class itself, Natixis said on Wednesday.
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
Traditional asset allocation models tend to use the language of fixed income when comparing equities and bonds, with measures of yield the focus.
Portfolios should still have a significant allocation to equities, Standard Chartered Bank’s Wealth Management Advisory Group said.
European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.
Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.
Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.
After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.
The average low-risk portfolio increased by just 0.3% in value during Q1 2016, though this was still a stronger result than the medium and high-risk buckets.
Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
There is an overriding focus on cost rather than value at work within the financial services sector, says Jason Broomer, head of investment at Square Mile Investment Consulting and Research.
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