Investors may start shifting back into bonds in 2016 – Julius Baer
Investors may shift equities holdings back into fixed income in 2016 as bond yields increase, Julius Baer has said.
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Head to head: Man GLG European Growth vs. Schroder European Alpha Plus
The first head-to-head battle takes place in a sector that has done very well for investors over the course of 2015 – European equities.
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PA ANALYSIS: UK consumer still under the weather despite spending power boost
Too hot or too cold, UK retailers’ reasons for poor performance is becoming ever more like goldilocks’ adventures with porridge. So how many more excuses can investors weather?
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Rathbones keeping faith with Next despite share slump
Rathbones chief investment officer Julian Chillingworth said it is too early for any Next shareholders to be looking for the exit door despite a torrid day for the retailer.
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Investor concern over bond valuations rising sharply, says CFA Society
The proportion of investors which view bonds as overvalued has risen sharply over the past quarter according to a survey by the CFA Society of the UK.
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Fresh China turmoil sends FTSE plummeting once again
A new slide in Chinese stocks has prompted equities indices across Europe to plummet as trading in 2016 begins.
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Investors keep pouring money into GARS – is that a good idea?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
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Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
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In 2016, take yield where you can find it – Calder
Conservative by nature, City Asset Management’s head of research James Calder is not about to start making wild predictions for markets in 2016.
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Opportunities available for brave stock pickers
There are certainly a lot of opportunities for stock pickers within the current market, says Max Anderl, head of concentrated alpha equity at UBS.
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UK dividend yield ‘too concentrated, not sufficiently covered’
United Kingdom dividend yield is a big concern going into 2016 as it is ‘too concentrated and not sufficiently covered’ according to Societe Generale.
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Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.