Christmas is just around the corner, but who could cash in on the festivities? Ian Forrest, investment research analyst at The Share Centre, gives investors his tips on the 12 companies he thinks could benefit from the festive season.
JP Morgan Asset Management has shifted its asset allocation to go underweight duration for the first time since 2014.
John Stopford, manager of Investec Global Multi Asset Income Fund, said the portfolio has turned more pro-growth but has zero exposure to emerging market equities.
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.
In the aftermath of the US elections, investors have been selling off bonds and buying equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
Jupiter’s Alastair Irvine is keeping an open mind about the rising tide of populism across developed markets as he points out that change need not always be negative for investors.
As bargain-hungry consumers trail around the shops on both sides of the Atlantic elbowing each other out of the way to grab a heavily discounted television set on what is dubbed Black Friday, the data being generated by the combination of all these purchases is decidedly robust.
Safe stocks are no longer safe while high-growth tech stocks are likely to suffer amid rising interest rates, said Ivan Kralj, investment analyst on the absolute return strategy team.
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.
