Moody’s revises global AM industry outlook to negative
Moody’s has revised its outlook of the global asset management industry to negative from stable for reasons linked to regulations and the performance of active funds.
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PA Video Insight: US investment outlook
The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.
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China environmental stocks to weather Trump storm?
François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.
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Aberdeen trims China bond exposure
Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
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EMD risks abating, argues Axa IM
General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.
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May’s mission to India highlights opportunity for investors
Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.
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Deutsche Bank WM overweights China equities
The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
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PA Video Insight: MBS – Things ain’t what they used to be
Mortgage-backed securities are a different beast today to the structures available ahead of 2007-08 and with low yields and expensive valuations in other asset classes investors should include them in their search for alternative sources of returns.
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Trustee MPI Q2 2016: Uncertainty abounds
The Brexit vote has thrown economic markets into turmoil in a number of jurisdictions, although the resulting sharp depreciation in sterling has benefited UK investors with an international portfolio.
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Last Word’s 10th anniversary party
Thank you to those who joined us to help celebrate Last Word’s 10th anniversary on Wednesday 2 December. It was wonderful to have so many of you there and sorry to those that couldn’t make it, we missed you! Here are some pictures to remind you of the evening and to show those of you…
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An investment focus on ESG analysis
Ross Teverson, Head of Strategy, Emerging Markets looks at how an analysis of environment, sustainability and governance (ESG) issues can inform the bottom-up analysis of stock opportunities.
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Three Europe exUK equity funds
The numerous headwinds that could easily buffet the European ex-UK sector during the next 12 months make the recovery seem fragile. But all is not lost.