Going against the flow is the order of the day for Ben Whitmore, with a long-term view that asks for a vote of trust from clients
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
Like swapping cocktails for jogging, a rally in gold is becoming a New Year's tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades' strike rate was 48%.
BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
In line with its “contrarian” principles, Coutts’ latest investment outlook has revealed it will favour sterling in 2017, claiming concerns about the pound are overplayed.
Confidence in the United Kingdom’s stock market soared this month, and investors have a more optimistic view of all asset classes except gold, according to the latest Lloyds Investor Sentiment Index (ISI).
From diplomat to discretionary, Capital Generation Partners’ co-founder Ian Barnard takes big industry shifts in his stride, sticking to the firm’s stay-rich-plus mantra.
With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.
With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.
Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.
When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”
Neil Woodford has said the performance of his funds in 2016 has ‘tested his resolve.’
SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.
Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.
Whitechurch Securities has opted to move into US small cap equities for the first time since before the 2008 financial crash amid an increasingly positive economic outlook and booming business confidence.
Suspicions have been raised about European bond scarcity, but rising yields and declining prices point to further volatility, said Julius Baer head of fixed income, Markus Allenspach.
Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.
Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.
The Duncan Lawrie Asset Management research team is...
With the FTSE at an all time high but Brexit uncertainties...
Godfrey Cromwell, a former Barclays Wealth banker,...
Inflation in the United Kingdom economy climbed to...
Finding well-priced defensive assets has been a key...