A considerable earnings gap has emerged between the US and eurozone over the past five years, according to NN Investment Partners.
Pimco has warned the European Central Bank (ECB) it could fall into a monetary policy “limbo” situation – unable to exit because it wishes to keep government bond yields sustainable, yet unable to continue in case it oversteps its mandate.
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
Against a US political backdrop that is “poisonous and unpredictable”, Psigma Investment Management is less optimistic over the US economy versus its peers, according to its quarterly asset class outlook report.
Former MPC member and labour economist David ‘Danny’ Blanchflower says central banks have a credibility problem.
China has reported annualised gross domestic product growth of 6.7% for the third quarter, in line with market expectations and the government’s own forecasts.
Dan Roberts runs Fidelity’s Global Dividend Fund with a steady eye on the long view, he aims to deliver a low-stress investment experience for unitholders.
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
TwentyFour Asset Management has reassured investors over its exposure to Italian asset-backed securities (ABS) in spite of the stress facing the country’s beleaguered banking sector.
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
Barings' multi-asset team is struggling to assess the fair value of sterling with Theresa May’s ‘hard’ or ‘closed’ Brexit talks pushing down the currency.
The market has set corporate America a low hurdle in the upcoming Q3 earnings season according to NN Investment Partners.
Schroders’ James Sym believes the return to inflation could see a reversal of fortune for the European banking sector, calling them “the single most attractive opportunity in our asset class”.
In this week's edition of the podcast, labour economist and former Bank of England MPC member, David "Danny" Blanchflower discusses why we appear to be in a period of 'stuckflation' and what can be done to get the global economy out of it.
Edmond de Rothschild’s Philippe Lecoq and Olivier Huet think that many sectors in the UK could see further consolidation so investors should take advantage of cheaper stock options while they still can.
Investors have been pouring into income-generating products, but two big portfolio risks are coming from the US, said Edmund Yun, head of investment solutions at CIC Banque Privee in Hong Kong.
Standard Life Investments’ Bambos Hambi has moved up to a neutral position in Asian and emerging market equities for the first time since 2010, when his MyFolio range was launched.
The UK government needs to step up fiscal spending, not only to help stabilise sterling but also help improve its debt profile, Trevor Greetham said on Wednesday.
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom.
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