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.
Equities
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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.
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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.