Fund trends: Emerging market debt
It’s still relatively early days for the IA Global Emerging Market Bond sector, and funds could be facing their biggest test yet, says the editor of FE Trustnet.
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Author: Portfolio Adviser
-
-
On the money: If you stop performing, you don’t last long
Capital Generation Partners’ Ian Barnard looks at the pressures on fees and costs in the investment and wealth management world.
-
Amundi’s Mortier warns on US equities
US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group’s Paris-based deputy chief investment officer and global head of multi-asset.
-
Blurred lines of value and growth
The value versus growth debate rages on, but the lines are blurred and investors must deal with this ambiguity head on says T Bailey Asset Management’s Peter Askew.
-
Infrastructure: New foundations on a well trodden path
Following the Brexit vote there has been a renewed interest in infrastructure, with the hope that the UK government will throw money at high-profile and popular projects in an attempt to stem an economic slowdown.
-
Trustee MPI Q3 2016: Election reflection
The third quarter proved a dramatic one, with the fallout from the UK referendum and the subsequent uncertainty around the US election. Private client managers have much to ponder going into next year, writes Lee Carpenter, an investment analyst at Enhance.
-
Israel proves countries must innovate to accumulate
Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.
-
State Street’s Anderson targets US value stocks as growth dips
Global growth will struggle in 2017 and investors are advised to move away from expensive sectors and pivot to those that offer value, according to Kevin Anderson, State Street Global Advisors’ Hong Kong-based head of investments for Asia Pacific.
-
Robin Geffen: How I’m positioning for 2017
The world has changed since 8 November. Who knows how Mr Trump’s presidency will unfold but, as investors, we’d emphasise one important development already underway – the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made…
-
Is the market being manipulated by central bank intervention?
James Mahon, CEO of Church House Investment Management, asks whether the risk metrics the investment industry relies on are robust enough.
-
OMGI’s Weatherston still banking on Abenomics
Valuations of Japan equities have become more attractive compared to other developed markets, and Abenomics has helped drive up corporate profits, argued Rob Weatherston, Old Mutual Global Investors’ Hong Kong-based portfolio manager of the Old Mutual Japanese Equity Fund.
-
Now is not the time for unbridled optimism!
Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.