Rowan Dartington calls for cash overweight
To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.
Equities
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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.
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Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
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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.
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Nikko AM bullish on global equities for 2017
Nikko Asset Management’s global investment committee has upgraded its view on global equities to overweight, and it is also bullish on the dollar.
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US equities ‘great again’ for Europe’s fund buyers
US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.
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Politically charged eurozone offers high yield and equities bargains – Brooks Macdonald
Although a shadow of political risk hovers over Europe, those keen to invest in the region can take advantage of some resilient high yield bonds and relatively cheap stocks, according to Brooks Macdonald head of research Richard Larner.
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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.
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Which asset classes lost investors most money in 2016?
Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.
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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…
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The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
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Fund managers hug benchmarks when volatility rises
According to new research, active fund managers are doing their clients a disservice by hugging their benchmarks exactly at the wrong time: when volatility is at its highest.