Turkey and Russia the worry in EM resurgence
Turkey and Russia pose the biggest threats to long-term emerging market returns, according to Pictet Asset Management’s Luca Paolini.
Macro Views
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Chinese consumer provides Asian investor in-road
China’s GDP growth may be slowing, says Barings’ Hyung Jin Lee, but consumption-orientated in-roads are wide open for investors.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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Investors should stick with high-yield in the face of Greek crisis
Investors should keep faith with high-yield as the European bond market braces for choppy times ahead, according to some fixed income experts.
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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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Being selective with Chinese shares
Wasatch Partner’s Roger Edgley, manager of the St James’s Place Emerging Markets Equity Fund, picks apart the reasons behind the Shanghai Stock Connect index’s rapid rise.
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Confidence in the consumer opens door to GDP growth – Mobius
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
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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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Finding the right aisle in the consumer spending spree
Multi-faceted companies are the best way for investors in UK consumer spending to negotiate the backdrop of falling goods prices, according to Smith & Williamson’s Tineke Frikkee.
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BAML says markets being ‘oversold’ on Greece worries
Bank of America Merrill Lynch’s research team believes markets are getting oversold on renewed concerns of a ‘Greek accident’ and bond market volatility.
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Mansion House speech crucial for UK banking sector – Urquhart Stewart
HSBC’s decision to reduce client facing staff in the UK and focus in on Asia as an area of future growth, could be followed by similar actions by other overseas banks warns 7IM’s Justin Urquhart Stewart.
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Eurozone QE needs to kick-start domestic demand- UBS AM
The European Central Bank’s quantitative easing programme needs to ‘kick-start domestic demand’ now according to UBS Asset Management.