Asian investor confidence slips on Trump fears
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index.
Equities
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Has the Great Rotation finally arrived?
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?
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Sector investing the focus for 2017 – Citi
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.
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Populism can be profitable – Jupiter’s Irvine
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.
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PA ANALYSIS: Black Friday zombies should reassure 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.
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Jupiter highlights short ideas in US equities
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.
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China environmental stocks to weather Trump storm?
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.
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PA ANALYSIS: Could gorging on US equities be too much of a good thing this Thanksgiving?
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
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Don’t mistake equities’ current sanguine run for real strength
Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.
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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.