PA ANALYSIS: Was the past week much ado about nothing?
Being out of the country with very little time spent keeping tabs on the news I have gained a different perspective on the past week’s events than most.
Equities
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Top multi managers reveal Black Monday responses
Three top multi-managers reveal how they reacted to the stock market sell-off.
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‘Nothing new in China’ but outflow risk remains- Carmignac
There is ‘nothing new in China’ but despite this there is a risk of continued capital outflows, according to Carmignac managing director Didier Saint-Georges.
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SHAM: VIPs, RSVPs and bargain shopping sprees
It’s fair to say that a career in financial services journalism has its perks. There was SHAM, Pimm’s in hand, basking in the sunshine over the Oval at the weekend with not a care in the world.
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M&G’s Fishwick replaces Somel
M&G Investments’ Dave Fishwick is taking on the running of the company’s £881m Managed Growth Fund from 1 September.
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BAML still expects September rate hike
Bank of America Merrill Lynch has said it is retaining a ‘baseline forecast’ for the Federal Reserve to raise rates in September despite the recent stock market turmoil.
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Investors rush out of EM equities and into Europe
The Great Rotation from emerging markets to developed market equities is now in full swing: while investors pulled out a record €7.1bn from global emerging market equities in July, net inflows into their developed market equivalents were at their highest since February 2014.
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Wary Woodford looks for opportunities amid the noise
Unsurprised by the recent China-led market volatility, Neil Woodford says the strategy he has pursued since June last year has emphasised a weaker-than-consensus global economic backdrop, led by slowing growth in China.
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China share falls seen opening the door for stock pickers
The ongoing volatility in Chinese shares, triggered by concern over the country’s growth prospects, has reduced valuations to a point that is creating opportunities for stock pickers, according to some fund managers.
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Which China funds have been hit the hardest?
Over the last month, almost all China-dedicated equity funds have moved into the red, and there were plenty of brand names among the worst performers.
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Five post-crash bets for the road ahead
Industry experts come together and select their best investment calls for the post-crash environment.
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Growing dividend, strong cashflow helps BHP amid price rout
Fears BHP Billiton would have to raise its debt levels to maintain its dividend amid crumbling commodities prices proved unfounded on Tuesday on the releases of its full year numbers.