Timing an oil market re-entry will stay challenging
Despite erratic moves in oil prices, cheap oil will have a positive impact on key world economies and markets, said CIO Stefan Kreuzkamp.
Author: Drew Wilson
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Nikko gets EMEA chief from Pictet
Udo von Werne has been hired as CEO of Europe, the Middle East and Africa by Nikko Asset Management.
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China’s bank loans could cause sharp RMB drop
Recapitalising banks due to non-performing loans could devalue the RMB “in excess of 30% against the US dollar”, according to Hayman Capital Management.
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A contrarian view on soft commodities
The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
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Japan’s rates move: Policy failure or pre-emptive success
Japan’s surprise move to negative interest rates on Friday is both a “welcome boost” for investor confidence, and in another sense, a failure of policy, sources said.
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Barings’ Smith unmoved by gloomy sentiment
Despite falling markets, Robert Smith, manager of the Baring German Growth Fund, not only hasn’t changed his portfolio but he remains optimistic about 2016.
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The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
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Commodity price plunge raises social unrest risks – AXA
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, the firm said.
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Third year of outflows for EM ETPs: Report
In 2015, emerging market equity ETPs had outflows for the third consecutive year, while global ETPs had record high inflows, according to a Blackrock report.
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Bezalel moves defensive ahead of “even more volatility”
Ariel Bezalel, manager of the Jupiter Dynamic Bond Fund, has been migrating his portfolio to a more defensive posture.
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Blackstone’s Wein’s 10 surprise predictions for 2016
China debt-to-GDP balloons, the US economy falters, the euro soars, oil remains around $30? Byron Wien has released his 31st annual list of ten surprise predictions for 2016.
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Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.