Don’t let European politics distract from the China question – Merricks
The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.
Author: Kristen McGachey
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January blues sting absolute return funds as GARS skates on thin ice
Absolute return offerings from Aviva Investors, Standard Life Investments and Invesco Perpetual have endured a rocky start to 2017, and RBC Capital Markets forecasts further outflows for GARS in particular.
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BT’s Italian scandal heats up but pension deficit is the real danger
Markets may have reacted harshly to BT Group’s Italian fiasco but shareholders should be more wary of its ballooning pension deficit, cautioned EdenTree’s Ketan Patel and Hargreaves Lansdown’s Laith Khalaf.
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Kames’ Ryan betting on Paddy Power Betfair despite revenue hit
Kames Capital UK equity manager Audrey Ryan has argued Paddy Power Betfair has several competitive advantages that make it appealing still, despite reporting today it had lost £5m in the fourth quarter of 2016 due to the startling outcome of the US election.
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Cheviot founding partner exits for JH&P
James Beck has left Quilter Cheviot to join James Hambro & Partners.
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Neuberger Berman warms to US equities but “not all in”
Neuberger Berman has warmed to US equities once again but multi-asset class CIO Erik Knutzen anticipates medium to long-term volatility and a “messy” transition for Donald Trump.
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Trump-quakes: reflation trade, jobs growth and China
As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.
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Asset Allocator: Schroders’ Brookes
Schroders’ head of multi-manager Marcus Brookes forecasts that rising inflation in 2017 will flip the script on traditional ‘safe’ assets, making the case for riskier investments
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Royal Mail’s shares slump as letters business undercuts growth
Despite a busier than usual Christmas delivery season, Royal Mail’s share price slumped to 6.4% to 420.7p Thursday morning, as investors continued to fret about its flagging letters business.
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Déjà vu for bond markets in 2017 – BlackRock
BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.
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UK fund managers stung by Pearson share plummet
Shares in Pearson plunged 26.8% to 591.8p on Wednesday as the publisher revealed its higher education business has “declined further and faster than expected in 2016.”
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Will Trump create heaven or hell for the global economy?
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?