Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
Equities
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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.
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
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Buxton bails out of Rolls-Royce
Richard Buxton has sold his shares in Rolls-Royce.
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PA ANALYSIS: The stockpickers strike back
It’s at this time of the year we look back for defining features of the past 12 months, and for many there’s one clear trend that deserves some recognition.
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When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
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Rolls-Royce shakes up senior management
Rolls-Royce is carrying out a shakeup of its senior management in a move which it hopes will be the first step in turning around its fortunes.
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AIC annual survey finds big drop in sentiment
The 2015 Association of Investment Companies annual poll of fund managers found significantly less optimism than last year, but those with a positive outlook were still in the majority.
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Look no further than equities for diversification
Invesco’s Alexander Tavernaro explains why he sees equities as the answer when looking for diversification away from…erm…equities.