The global investment community is increasingly divided on the banking sector.
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A considerable earnings gap has emerged between the US and eurozone over the past five years, according to NN Investment Partners.
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.”
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”.
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.
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.
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
The fund manager’s CIO Robert Horrocks advises investors to be wary of companies that depend on government contracts.
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.
Stocks, shares and premium bonds were considered the least safe way of saving for retirement, according to the Office of National Statistics (ONS).
One of the most experienced SRI investors in the UK picks out water, executive pay and speed of information as big issues impacting her funds today.
David Coombs, head of multi-asset investments at Rathbones and senior research analyst Mona Shah have co-authored a report making the case for US equities versus their European counterparts.
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
A surprise deal struck by OPEC to reduce oil production sparked a market rally this morning.
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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