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.
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.
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.
New US investors in gold increased by 81% over the month of October as the price of bullion fell to its lowest level since April at $1266 per ounce.
With investors facing increasingly poor returns from traditional investments, the case for putting your money in alternative investments such as wine, classic cars, stamps and whisky is getting stronger, says Adam Benskin, executive director at international IFA firm Strabens Hall.
Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
Jupiter has ratcheted up its focus on the alternative investment space with the hire of Magnus Spence to the new role of head of investments, alternatives.
It has proved another difficult year for absolute return, but as the universe expands it has become harder to sift the failing funds from those delivering diversification.
Differences in debt and development are the primary indicators that the UK property crisis of ’09 is not going to repeat itself, said Philip Gadsden of Orchard Street Investment Management.
The European Securities and Markets Authority has published its advice on 12 jurisdictions seeking passporting rights for alternative investment funds (AIFs) giving seven a clear go-ahead with five others getting a qualified approval.
The recent gating of the biggest UK property funds had been on the cards since as early as September last year according to research by Last Word.
True alpha is not generated from single trades, argues Pioneer’s Adam Macnulty, but is the result of a carefully built portfolio of multiple, independent strategies.
Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
Property funds seem overnight to have become the least popular asset class at the dance, but many investors have been sneaking out early for some time and not all of them have gone straight home.
Rogier Quirijns, European Real Estate Securities portfolio manager at Cohen & Steers, argues Brexit could provide some attractive buying opportunities in the UK, particularly in the self-storage, logistics, healthcare and student housing arenas.
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