Time to reach for the bazooka yet
This coming Thursday the European Central Bank will provide its latest monetary update and it is not likely to be pretty.
Equities
-
-
Rethinking retail as traditional retailers adapt
According to Rob Jones – Co-head European Equities, UBP, the tyranny of choice is beginning to work against pure internet based retailers in many areas, opening up opportunities for some more traditional retailers
-
Three UK equity fund newcomers to look out for
Head of investment research at Morningstar OBSR, Ruli Viljoen, picks his top three newcomers into the UK equity fund space.
-
Why you should be wary of the big fish
Bank of England Governor Mark Carney says the UK is now “more than halfway towards the finishing line” in its recovery, but does that mean we should be looking more towards UK-focused businesses, in particular small-cap equities?
-
BlackRock tipping Korean equities
Korean equities are set to benefit from favourable monetary policy and regulatory moves according to BlackRock.
-
Europes engine room losing power
German equities have lost ground during the third quarter of the year relative to
-
Investment Strategy Correlation regime change
The financial crisis taught us that in extreme cases the major asset classes are all highly correlated and, as asset allocators have since learned, achieving appropriate diversification for clients is now harder than ever.
-
Former Schroders Lambden joins Barings as CIO
Global head of equities, Ken Lambden, is leaving Schroders to join Barings Asset Management as CIO.
-
Hermes EM Asia vs JO Hambro Asia ex Japan
This weeks PA head to head looks to the other side of the world and weighs up the pros and cons of two Asian equities funds which are worth a look.
-
Schroders launches onshore version of EM fund
In a bid to make the product more accessible to UK retail investors, Schroders has launched an onshore version of its ISF QEP Global Emerging Markets Fund.
-
emerging markets recovery running out of steam
A significant recovery in sentiment and valuations of emerging markets assets has been under way over recent months but
-
GAM restructuring bearing fruit
According to GAM CEO, David Solo, the restructuring process is now largely complete and the results are evident.