The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
Rathbones head of multi asset investment David Coombs has decided to keep his Japanese equities holdings steady rather than bank profit from the recent good run the asset class has had.
Money market and mixed asset funds were the flavour of the month as UK investors continued to head for the hills in September, the latest data from the Investment Association showed.
Invesco Perpetual’s head of UK equities Mark Barnett has out more of domestic-facing slant on his portfolio in light of the robust growth generated despite the uncertainty created by Brexit.
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.
The confusion and capitulation that have come with the UK’s vote to leave the EU have and will continue to create opportunities within the UK equity space, argue Columbia Threadneedle’s UK team.
Investors in the United Kingdom are less enthusiastic about US equities under the shadow of the presidential election, according to the latest figures from the Lloyds Bank Investor Sentiment Index.
The global investment community is increasingly divided on the banking sector.
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A considerable earnings gap has emerged between the US and eurozone over the past five years, according to NN Investment Partners.
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.
