Equities still the best 10 year bet – Barings
Is a ten-year investment forecast really possible? Baring Asset Management has provided one, and the firm claims its previous decade-long predictions were fairly close to actual results.
Author: Drew Wilson
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Still betting on equities – Investec’s Stopford
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
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European equity yields trump corporate bonds
Currently some 70% of listed European equities have a dividend yield higher than European credit, according to Stan Pearson, head of European Equity at Standard Life Investments.
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Germany: “How much money do you want to leave the euro?”
Germany’s finance minister Wolfgang Schäuble put the question to the Greek government during negotiations, according to a senior member of Greece’s negotiating team.
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Staying pure when steeped in clean tech
Thematic investing makes it easier for a manager to stray from conviction, but Luciano Diana, co-manager of the Pictet Clean Energy Fund, has a system to keep his fund pure.
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Chinese wealth manager to list on the NYSE
China’s rapid growth in private wealth is a factor in Shanghai-based Jupai Holdings decision to launch an IPO.
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WisdomTree launches China ex-SOE index
The index excludes state-owned enterprises, providing an alternative to popular China indices, which are typically made up of 70% or more SOEs.
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Fracturing EMs demand active managers, says Wells Fargo
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.
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China’s MSCI inclusion to drive Hong Kong market
China’s inclusion in the MSCI emerging market indices is a matter of when, not if, and the resulting capital inflows will have substantial impact on Hong Kong’s market, said Helen Zhu, Blackrock’s head of China equities.
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BlackRock’s Swan warns of bubbling in China
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.
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developed market bonds have negative yield
Nearly $4trn in developed market bonds have a negative yield. Market participants are accustomed to the possibility of losing money, but the certainty of losing money is another matter, writes Jim Cielinski, global head of fixed income at Columbia Threadneedle Investments.
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Rothschild busts macroeconomic myths
Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.