November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
Details on the Trump pledge to spend up to $1trn on infrastructure are sketchy, but renewable energy, surprisingly, may benefit, said infrastructure portfolio manager Matthew King at Morgan Stanley Investment Management.
Peter Westaway, chief economist, for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.
Chinese government bonds could be included in the global benchmark indices next year, according to Hayden Briscoe, Asia-Pacific head of fixed income at UBS Asset Management.
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
The price of Brent crude oil surged above $50 per barrel as rumours swirled that OPEC members had finally reached an agreement, which was later confirmed.
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.
WisdomTree research analyst Nick Leung has cautioned investors against the widespread optimism on a sustained oil price rally, suggesting the long-term pain of lower prices could continue.
In the aftermath of the US elections, investors have been selling off bonds and buying equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
Donald Trump’s win may inspire further surprise political outcomes in Europe, according to Franklin Templeton.
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
Jupiter’s Alastair Irvine is keeping an open mind about the rising tide of populism across developed markets as he points out that change need not always be negative for investors.
Safe stocks are no longer safe while high-growth tech stocks are likely to suffer amid rising interest rates, said Ivan Kralj, investment analyst on the absolute return strategy team.
François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.
Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.
Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.
European equities are now on their longest net outflow streak since 2012. But it is not just equity funds that are being sold off. Bond funds are also under increasing pressure.
Fidelity’s Nick Price on the latest developments in Emerging Markets.
Barclays’ announcement on Monday that it has launched...
One of the losers so far, from the election of Donald...
The HL Select UK Shares Fund launch today has been...
Barclays has launched an online investment service...
The index dipped by 0.53% to 6763 Tuesday morning as...