Commodities ideas creeping in at the margins
Plunging oil prices and fears over Chinese growth have left commodities stocks on the floor. And, managers are increasingly divided on whether or not there is any life left in them.
Equities
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China GDP surprise does little to lift markets
China announced higher than expected gross domestic product growth of 6.9% overnight, but markets in the United Kingdom and elsewhere in Europe were unimpressed.
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Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
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RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
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Fund manager profile: Richard Pease
Richard Pease has had a landmark year in his investment career, taking the leap from the familiarity and security of life at Henderson Global Investors to set up his own operation, Crux Asset Management.
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HEAD-TO-HEAD: Invesco Korean Equity Fund vs JP Morgan Korea Fund
Fund Selector Asia compares two funds focused on South Korea as the country hits economic headwinds.
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Risk-on returns for first time in ten weeks
Risk-on sentiment has returned for the first time in ten weeks according to fund flow data from Bank of America Merrill Lynch.
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PA ANALYSIS: Can consumer power prop-up UK equities much longer?
There are one or two ominous signs emerging which suggest one of the key factors underpinning UK equities funds could be close to coming undone.
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PA ANALYSIS: Why equity markets are oversold
October has seen equities rally somewhat, indicating that investors believe markets are oversold – but is this really the case?
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BlackRock launches impact equity fund
BlackRock has rolled out a new impact equity offering targeting the social and environmental investment market.
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PA ANALYSIS: M&A frenzy should scare investors
As markets digest the news that AB InBev has agreed a deal to buy SABMiller for some £68bn, investors would be wise to consider what these kind of blockbuster deals may signify for markets.
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Early morning calls and trading the extremes
Putting transparency first and focusing on the long term has served Vestra Wealth well, and in the low-return world to come, it is likely to continue to do so.