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).
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.
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?
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.
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.
Rate hikes and anti-global trade sentiment aside, emerging market equities remain cheap and fundamentals are stabilising, according to investment director Jeik Sohn.
More than 60% of wealthy investors in Germany, Switzerland and the UK are “fairly” or “very” confident in their ability to construct investment portfolios without any outside help, according to a study conducted by asset management consultancy Cerulli.
Kames Capital’s Global Equity Income fund has moved to an overweight position in Japan, with 10% of the fund now invested there versus the 8% benchmark.
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
Neil Woodford expects returns from the bullish healthcare allocation in his three funds could now pick up following today’s win for Donald Trump.
Active fund managers are largely sanguine but braced for volatility over the coming weeks.
Healthcare and defence were the immediate winners at sector level following Donald Trump’s controversial victory as the outsider Republican candidate was named President elect of the United States.
Fidelity’s Nick Price on the latest developments in Emerging Markets.
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