Bond vigilantes could force Fed’s hand in 2017 – Edwards
Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.
Author: Geoff Candy
-
-
PA ANALYSIS: Absolute return disappointment leaves cautious investors in a fix
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
-
Active currency decisions a must in current environment – Natixis
Right now, which currency share class you choose is a much more material allocation decision than the call on the asset class itself, Natixis said on Wednesday.
-
What China’s debt pile and ’80s England have in common
There are a number of parallels to be drawn between the current debt overhang in China and 1980’s Britain particularly in the north east says Robert Horrocks.
-
Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
-
PA ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.
-
PA Podcast: Balanced portfolios in an unbalanced world
John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one’s return assumptions within balanced portfolios.
-
Gold miners surge as Trump risk lifts commodity optimism
Gold jumped as much as $75 an ounce on Wednesday, while gold miners surged as investors watched Donald Trump edge ever closer to the White House.
-
60/40 allocation model has reached the ‘end of the road’ – JPM
The static 60/40 stock-bond asset allocation model has run out of road argues JP Morgan’s Investment Management Solutions arm.
-
PA OPINION: Greater diversity cannot come soon enough
There is an aspirational timbre to the slogan “Make America great again” that belies its dog-whistle like nature.
-
Regional strength key in brave new distribution world – Reid
A strong regional presence is a key part of Royal London Investment Management’s wholesale growth plans, says Phil Reid.
-
PA Podcast: Taper tantrum, Trump and the outlook for EMD
In this week’s edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.
