Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Equities
-
-
NN IP still underweight eurozone despite recovery prospects
A considerable earnings gap has emerged between the US and eurozone over the past five years, according to NN Investment Partners.
-
Fidelity’s Dan Roberts on the global hunt for income
Dan Roberts runs Fidelity’s Global Dividend Fund with a steady eye on the long view, he aims to deliver a low-stress investment experience for unitholders.
-
Protectionist presidency poses biggest risk to US equities – Rathbones
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
-
Low hurdle set for US earnings season – NN IP
The market has set corporate America a low hurdle in the upcoming Q3 earnings season according to NN Investment Partners.
-
Banks the best bet in European equities – Schroders
Schroders’ James Sym believes the return to inflation could see a reversal of fortune for the European banking sector, calling them “the single most attractive opportunity in our asset class”.
-
Strong M&A prospects boosting the case for UK equities -Edmond de Rothschild
Edmond de Rothschild’s Philippe Lecoq and Olivier Huet think that many sectors in the UK could see further consolidation so investors should take advantage of cheaper stock options while they still can.
-
SLI’s Hambi ups Asia and EM exposure
Standard Life Investments’ Bambos Hambi has moved up to a neutral position in Asian and emerging market equities for the first time since 2010, when his MyFolio range was launched.
-
PA ANALYSIS: Does a 7000 point FTSE mean it’s time to sell?
As the FTSE 100 settles into its lofty position above 7000, investors will be asking whether it is time to bank some profit.
-
Neuberger trims US equities, beefs up EM and commodities
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
-
Matthews Asia prefers the region’s consumer businesses to its infrastructure sector
The fund manager’s CIO Robert Horrocks advises investors to be wary of companies that depend on government contracts.
-
Recovering oil price to boost risk assets – BlackRock
Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.