Japanese rally will not be sustained unless risk aversion reduced
The recent rally in Japanese equities will only be sustained if corporate Japan cuts back on its risk aversion, according to economics consultancy Fathom Consulting.
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Fed rate hike will cause ‘modest corporate discomfort’ – Fitch
Fitch Ratings has said a gradual hike in the United States’ base interest rate would likely result in lower profits and slower growth, due to increased borrowing costs for US companies.
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BlackRock’s Swan warns of bubbling in China
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.
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HEAD-TO-HEAD: Artemis Income vs Woodford Equity Income
This week’s Head-to-Head is a battle of the true heavyweights in UK equity income investing, Neil Woodford versus Adrian Frost and Adrian Gosden.
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Nervous fund managers loading up on cash- BAML survey
Increasingly nervous fund managers are swiftly pulling money out of equities funds in favour of cash, according to June’s Bank of America Merrill Lynch fund manager survey.
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JP Morgan cautions on European returns
Investors need to moderate their return expectations from European equity markets due to high valuations, according to JP Morgan Asset Management.
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BAML says bond market ‘starting to crack’
Bank of America Merrill Lynch has warned that bond markets are ‘starting to crack’ following the largest weekly outflows from the asset class in 18 months.
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Thesis AM launches UK equities model portfolio
Thesis Asset Management has launched a UK equities only model portfolio, initially available via the Fusion Wealth Platform.
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Wealth managers to grow European equity holdings, cut the US
European equities are the asset class of choice for wealth managers in the second half of this year, with US exposure to be cut, according to delegates at Portfolio Adviser’s Summer Congress 2015.
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PA ANALYSIS: How deep should your US equities cut be?
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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Sumi Trust launches JPX-Nikkei 400 focused fund
Sumitomo Mitsui Trust Group has launched the Japan Quality Growth Fund, in response to ‘overwhelming investor appetite’ for the JPX-Nikkei 400 index.
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HEAD-TO-HEAD: Lazard Global Equity Income vs Artemis Global Income
This week’s Head-to-Head gallery pits Lazard Global Equity Income against Artemis Global Income.