Bond and stock synchronicity major Q4 worry – BlackRock
BlackRock has identified a higher correlation between equity and bond prices and the US election as the greatest worries in the short-term.
Author: Kristen McGachey
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Investors not willing to part with defensive assets post-Brexit
The Investment Association’s August fund sales data showed investors still proceeding with caution after the Brexit vote, favouring fixed income and absolute return strategies.
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Are we just halfway through the QE cycle?
Has macro analysis simply become an attempt to second guess what the central banks are going to do?
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Buxton: Trump will win US election
Old Mutual Global Investors CEO Richard Buxton is predicting a Donald Trump victory, and a subsequent aggressive shift in global fiscal policy.
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Argos acquisition takes sting out of Sainsbury’s sales slip
Although Sainsbury’s posted a 0.4% decline in total retail sales, Argos was able to weather the tough retail environment, giving investors hope for Sainsbury’s new growth initiatives.
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European REITs will become ‘main beneficiary’ of negative rates – Baring
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
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US services activity rises faster but jobs growth slacks
September data from the Markit Flash United States Services Purchasing Managers’ Index painted a mixed picture of the sector, with sharply improving activity offset by a slowdown in new business and job growth.
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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Miton’s UK value fund outflows hurt AUM
Miton said in its interim results statement that outflows from its UK Value Opportunities fund during the second quarter ‘more than offset’ its first quarter asset accumulation.
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Wealth managers must respond to digital demands to stay alive – Roubini
Research conducted by Roubini ThoughtLab has revealed that most wealth managers are not moving swiftly enough to cope with technological and demographic shifts that it says will transform the industry by 2021.
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Brooks MacDonald grows FUM despite Brexit headwinds
Brooks MacDonald rang in its 25th anniversary with higher funds under management and profits for the year ending 30 June 2016, overcoming “significant headwinds.”
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Abenomics hasn’t run out of steam yet – BNY Mellon’s Kashima
Ahead of the Bank of Japan’s policy meeting on Wednesday, BNY Mellon’s Miyuki Kashima argued Abenomics has not run out of steam and despite the negative headlines, there are encouraging signs of economic recovery.
