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
Indices to include China bonds in 2017 - UBS AM

Indices to include China bonds in 2017 - UBS AM...

Chinese government bonds could be included in the global benchmark indices next year, according to Hayden Briscoe, Asia-Pacific head of fixed income at UBS Asset Management.

Published : 1, Dec 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
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
Aberdeen trims China bond exposure

Aberdeen trims China bond exposure

Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.

Published : 24, Nov 2016
European outflow spree spreads to government bonds

European outflow spree spreads to government bonds...

European equities are now on their longest net outflow streak since 2012. But it is not just equity funds that are being sold off. Bond funds are also under increasing pressure.

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
Not all inflation expectations are equal – Pioneer

Not all inflation expectations are equal – Pioneer...

The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.

Published : 21, Nov 2016
Ways to solve the current bond conundrum

Ways to solve the current bond conundrum

Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?

Published : 18, Nov 2016
Bond vigilantes could force Fed’s hand in 2017 - Edwards

Bond vigilantes could force Fed’s hand in 2017...

Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.

Published : 17, Nov 2016
Will 2017 be good for inflation-linked bonds?

Will 2017 be good for inflation-linked bonds?

Inflation is set to head higher in the US after Donald Trump’s victory, putting inflation-linked assets in the spotlight.

Published : 16, Nov 2016
 Treasuries and cyclicals valuations stretched after Republican clean sweep – BAML

Treasuries and cyclicals valuations stretched...

The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.

Published : 11, Nov 2016
Corporate bond funds the most consistent performers – BMO GAM

Corporate bond funds the most consistent performers...

Retail funds are still struggling to deliver consistent top-quartile returns but IA Corporate Bond is doing a better job than most, according to BMO Global Asset Management.

Published : 10, Nov 2016
Lloyds Private Bank trims US bonds in favour of UK and Japan

Lloyds Private Bank trims US bonds in favour of...

Lloyds Private Bank has reduced its exposure to United States bonds in favour of raising its United Kingdom and Japanese bonds allocations.

Published : 8, Nov 2016
EMD risks abating, argues Axa IM

EMD risks abating, argues Axa IM

General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.

Published : 7, Nov 2016
More pointed duration exposure needed – State Street

More pointed duration exposure needed – State...

Duration may have been the main driver of portfolio growth in 2016 so far, says State Street Global Advisers, but the next leg may require investors to have a more pointed exposure.

Published : 2, Nov 2016
PA Podcast: Time to recalibrate the client conversation

PA Podcast: Time to recalibrate the client conversation...

Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.

Published : 20, Oct 2016
Italian ABS do not bring same problems as banks – TwentyFour

Italian ABS do not bring same problems as banks...

TwentyFour Asset Management has reassured investors over its exposure to Italian asset-backed securities (ABS) in spite of the stress facing the country’s beleaguered banking sector.

Published : 18, Oct 2016
Yield available in EM debt and Asian stocks - JP Morgan AM

Yield available in EM debt and Asian stocks -...

Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.

Published : 18, Oct 2016
ONS survey points to equities aversion

ONS survey points to equities aversion

Stocks, shares and premium bonds were considered the least safe way of saving for retirement, according to the Office of National Statistics (ONS).

Published : 11, Oct 2016

Sponsored Content

PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
PA ANALYSIS: Is Barclays’...

Barclays’ announcement on Monday that it has launched...

PA ANALYSIS: EM argument growing despite Trump slump
PA ANALYSIS: EM argument...

One of the losers so far, from the election of Donald...

Hargreaves Lansdown hails its ‘biggest fund launch ever’
Hargreaves Lansdown hails...

The HL Select UK Shares Fund launch today has been...

Barclays launches online investment service
Barclays launches online...

Barclays has launched an online investment service...

FTSE 100 falters as Ofcom orders BT split
FTSE 100 falters as Ofcom...

The index dipped by 0.53% to 6763 Tuesday morning as...

OTHER STORIES FROM LAST WORD...