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
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
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
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
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
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
EM shine remains despite US-led risks - M&G

EM shine remains despite US-led risks - M&G

Rate hikes and anti-global trade sentiment aside, emerging market equities remain cheap and fundamentals are stabilising, according to investment director Jeik Sohn.

Published : 23, Nov 2016
Portfolio construction – no need for an expert

Portfolio construction – no need for an expert...

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.

Published : 22, Nov 2016
Kames global fund goes overweight Japan

Kames global fund goes overweight Japan

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.

Published : 17, Nov 2016
Trump election – a spanner in the works for emerging markets

Trump election – a spanner in the works for emerging...

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.

Published : 16, Nov 2016
Are ESG funds doomed to fail under Trump?

Are ESG funds doomed to fail under Trump?

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.

Published : 11, Nov 2016
Managers await the reality of Trump’s Asian threat

Managers await the reality of Trump’s Asian threat...

Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.

Published : 10, Nov 2016
 Woodford expects healthcare boost after Trump win

Woodford expects healthcare boost after Trump...

Neil Woodford expects returns from the bullish healthcare allocation in his three funds could now pick up following today’s win for Donald Trump.

Published : 9, Nov 2016
Fund managers' top Trump reactions

Fund managers' top Trump reactions

Active fund managers are largely sanguine but braced for volatility over the coming weeks.

Published : 9, Nov 2016
Wealth managers sit tight as election dip underwhelms

Wealth managers sit tight as election dip underwhelms...

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.

Published : 9, Nov 2016
Election melodrama fails to stem the flood into US equity ETFs – Blackrock

Election melodrama fails to stem the flood into...

BlackRock’s breakdown of October’s global ETP landscape showed US investors pouring into US large caps and wary of European equities.

Published : 8, Nov 2016

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