PA ANALYSIS: Is a Trump presidency the best outcome for investors?
If Donald Trump gets elected to the US presidency, this could turn out to be a blessing for the nation’s economy according to some fund managers, but others are worried.
Equities
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Neptune US equities manager exits
Lead manager of the Neptune US Income and the Neptune US Opportunities funds James Hackman is leaving the firm to pursue other opportunities.
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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Amundi sees flow from Europe to EM
The European market is actually more volatile than emerging markets, said the firm’s deputy global head of equities, Alexandre Drabowicz.
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UK investor sentiment reaches 2016 high – Lloyds
Investor sentiment in the United Kingdom has reached a new high for 2016, according to the Lloyds Bank Investor Sentiment Index.
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FTSE 100 slides on triple whammy of worries
The FTSE 100 slid 1.2% to 6822 on Monday morning as widespread negative sentiment hit shares across the board.
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Japanese equities preferred to eurozone – NN IP
Japanese equities could be preferable to eurozone equities due to higher corporate profitability and greater political certainty, said NN Investment Partners.
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Green investing and tobacco are reliable options in an uncertain world – Sarasin
Henry Boucher, deputy chief investment officer at Sarasin, pointed to environmental and tobacco companies as his most reliable bets for investing in an increasingly unreliable world.
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Trump or Clinton led infrastructure boom could be a win for investors
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
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Columbia Threadneedle targets volatility with new European fund
Columbia Threadneedle Investments has announced the launch of the Threadneedle (Lux) Pan European Absolute Alpha fund.
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Second Round Effects: Are we heading for a thematic revival?
Like everything else in the financial world the popularity of investment styles moves in cycles and, it would seem, like 90s fashion, thematic investment is seeing something of a revival.
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PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.