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.
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.
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…
PA asked managers their thoughts on the big issues facing investors in 2017.
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.
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
Hargreaves Lansdown Select UK Shares fund manager Steve Clayton is targeting consumer brands and “tech in disguise” stocks at a time when many are eschewing growth companies.
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.
Old Mutual has announced a public offering of 13m ordinary shares in Old Mutual Asset Management (OMAM), representing further progress towards breaking the business into four separate units.
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Terry Smith’s £8.7bn global equity fund Fundsmith Equity snagged the top spot in Tilney Bestinvests list of the most selected funds of 2016, edging Neil Woodford’s equity income fund into second place.
