PA ANALYSIS: Nothing left to fear for sterling as eurozone drama looms?

PA ANALYSIS: Nothing left to fear for sterling...

As the unfolding political drama in the eurozone takes centre stage after the Brexit vote and the US election, has sterling begun its road to recovery?

Published : 2, Dec 2016
November a month of two halves for fund sales

November a month of two halves for fund sales

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.

Published : 2, Dec 2016
Morgan Stanley IM eyeing infrastructure boost

Morgan Stanley IM eyeing infrastructure boost

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.

Published : 2, Dec 2016
PA Podcast: Renzi, returns and the removal of 2016 from memory

PA Podcast: Renzi, returns and the removal of...

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.

Published : 2, Dec 2016
Indices to include China bonds in 2017 - UBS AM

Indices to include China bonds in 2017 - UBS AM...

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.

Published : 1, Dec 2016
Trump Tantrum in emerging markets prompts $24bn exodus

Trump Tantrum in emerging markets prompts $24bn...

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).

Published : 1, Dec 2016
Oil spikes after OPEC strikes first deal in 8 years

Oil spikes after OPEC strikes first deal in 8...

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.

Published : 30, Nov 2016
Asian investor confidence slips on Trump fears

Asian investor confidence slips on Trump fears...

Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.

Published : 30, Nov 2016
Long-term oil price rally a pipe dream – WisdomTree

Long-term oil price rally a pipe dream – WisdomTree...

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.

Published : 29, Nov 2016
Has the Great Rotation finally arrived?

Has the Great Rotation finally arrived?

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?

Published : 29, Nov 2016
Trump could sway Brexit negotiations – Franklin Templeton

Trump could sway Brexit negotiations – Franklin...

Donald Trump’s win may inspire further surprise political outcomes in Europe, according to Franklin Templeton.

Published : 29, Nov 2016
Sector investing the focus for 2017 - Citi

Sector investing the focus for 2017 - Citi

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.

Published : 28, Nov 2016
Populism can be profitable - Jupiter's Irvine

Populism can be profitable - Jupiter's Irvine

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.

Published : 28, Nov 2016
Jupiter highlights short ideas in US equities

Jupiter highlights short ideas in US equities

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.

Published : 25, Nov 2016
China environmental stocks to weather Trump storm?

China environmental stocks to weather Trump storm?...

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.

Published : 25, Nov 2016
Don’t mistake equities’ current sanguine run for real strength

Don’t mistake equities’ current sanguine run for...

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.

Published : 24, Nov 2016
Aberdeen trims China bond exposure

Aberdeen trims China bond exposure

Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.

Published : 24, Nov 2016
Caution advised for bond investors as Italy referendum looms

Caution advised for bond investors as Italy referendum...

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.

Published : 23, Nov 2016
Fiscal policy could drive Asian equities in 2017 - BlackRock's Swan

Fiscal policy could drive Asian equities in 2017...

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.

Published : 23, Nov 2016
European outflow spree spreads to government bonds

European outflow spree spreads to government bonds...

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.

Published : 23, Nov 2016

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