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.
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.
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.
Kames Capital’s Global Equity Income fund has moved to an overweight position in Japan, with 10% of the fund now invested there versus the 8% benchmark.
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
As another busy week for British company results kicks off it could be a good time to take the plunge on raising a United Kingdom equities allocation.
Argonaut Capital is set to open a long-only, high-yield European income fund targeting companies yielding 30% above the index after its first year, subject to regulatory approval.
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
