Troy’s Lyon backs TIPS; preps for valuations “reappraisal”
Troy Asset Management’s Sebastian Lyon has reinforced his cautious positioning, shunning a “particularly dangerous” temptation for investors buy into lower-quality stocks.
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Fiscal policy could drive Asian equities in 2017 – BlackRock’s Swan
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.
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EM shine remains despite US-led risks – M&G
Rate hikes and anti-global trade sentiment aside, emerging market equities remain cheap and fundamentals are stabilising, according to investment director Jeik Sohn.
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Portfolio construction – no need for an expert
More than 60% of wealthy investors in Germany, Switzerland and the UK are “fairly” or “very” confident in their ability to construct investment portfolios without any outside help, according to a study conducted by asset management consultancy Cerulli.
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BofA Merrill Lynch reports week of ‘great rotation’
The past week has seen the widest global disparity between equity and bond flows ever, according to the latest BofA Merrill Lynch Global Research report.
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Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.
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JPM: Reflation trade splits S&P 500
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
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PA ANALYSIS: Should bears buy bond proxies on weakness?
If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.
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Kames global fund goes overweight Japan
Kames Capital’s Global Equity Income fund has moved to an overweight position in Japan, with 10% of the fund now invested there versus the 8% benchmark.
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Trump election – a spanner in the works for emerging markets
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
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PA ANALYSIS: Should you be topping up UK equities?
As another busy week for British company results kicks off it could be a good time to take the plunge on raising a United Kingdom equities allocation.
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Argonaut launches European income fund for Bennett
Argonaut Capital is set to open a long-only, high-yield European income fund targeting companies yielding 30% above the index after its first year, subject to regulatory approval.