Markets already pricing in global recovery, warns Coram AM
Financial markets appear to be pricing in an expected global economic recovery according to Coram Asset Management.
Macro Views
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Is it the time to trade upside potential for downside protection?
Convertible bond funds can provide an investment alternative when value is scarce, says Square Mile’s Victoria Hasler, but is it the right time to buy one?
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Earnings growth expectations heading back to reality – Liberum
The weakness seen during the second quarter’s earnings season has brought consensus growth expectations back to reality Liberum said in a note out on Wednesday.
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Equities still the best 10 year bet – Barings
Is a ten-year investment forecast really possible? Baring Asset Management has provided one, and the firm claims its previous decade-long predictions were fairly close to actual results.
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US bull market could be the longest in history – Artemis
There is nothing to suggest that the US equity bull market is over, says Artemis’ Simon Edelsten, and it has the potential to be the longest in history.
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Nikko: Be patient with India reforms
After a good run in 2014, Indian markets have disappointed investors this year due to lack of improvement in corporate sector earnings and no major progress in big reform initiatives.
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How to get around the mid cap valuation problem
The UK mid cap space is no longer a valuation haven say industry experts, but there is still potential for earnings growth.
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Consumer spending set to suffer as UK rates rise
UK investors with consumer spending exposure are enjoying their time in the sun now, says Smith & Williamson’s Mark Boucher, but will have to look at paring back as the interest rate rise looms.
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Still betting on equities – Investec’s Stopford
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
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Hot property: Hambi and Onuekwusi on finding alternative income
UK commercial property is the ideal haven if there is a wobble in bond and equity markets, say Standard Life’s Bambos Hambi and LGIM’s Justin Onuekwusi.
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Is ‘recovery’ the best play in a fully-valued market?
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
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Fishing for business in the summer volatility waves
Investors should be braced for a volatile summer, says Royal London’s Trevor Greetham, but there are pockets within equities that can offer some shelter.