Which asset classes lost investors most money in 2016?
Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.
Fixed Income
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Robin Geffen: How I’m positioning for 2017
The world has changed since 8 November. Who knows how Mr Trump’s presidency will unfold but, as investors, we’d emphasise one important development already underway – the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made…
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Buckle up for the year ahead
Bamboozling bond markets, battles over valuations and questions about the real impact of politics on markets, the next 12 months are gearing up to be one hell of a ride
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The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
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Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
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PA ANALYSIS: Is this the start of the euphoria we have been waiting for?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
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Now is not the time for unbridled optimism!
Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.
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Kleinwort Hambros sees rising diversification need
Investors should diversify their portfolios as broadly as possible in order to protect against fresh risks in the economy throughout 2017 Kleinwort Hambros has said.
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M&G’s Woolnough cutting down on sterling
M&G Investments’ Richard Woolnough has said he sees a move away from the UK as a capital markets centre in favour of the US developing, and is tweaking his fund’s holdings accordingly.
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PA ANALYSIS: ECB acts but Japan lesson looms large
While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.
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Don’t expect to make money on govt. bonds – Flanders
When it comes to government bonds, argues Stephanie Flanders, this time it really is different.
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Schroders’ Brookes clings to cash as inflationary boom looms
With bond yields persistently unattractive, cash is king for Schroders head of multi-manager Marcus Brookes.
