Institutional investors focus on multi-asset as risk turns back on
Institutional investors continue to favour multi-asset strategies as a way of balancing risk and return a new survey by NN Investment Partners shows.
Macro News
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Trade groups welcome ‘crucial’ european capital markets union
European financial trade bodies have unanimously welcomed in the European Commission’s green paper on creating a Capital Markets Union, describing it as an opportunity to support the industry’s “sustainable economic growth and long-term financing”
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Heavy utilities regulations translates to sustainable dividends – Fidelity
Investors seeking sustainable dividends should look no further than the heavily-regulated utilities sector, according to Fidelity Worldwide Investment’s Michael Clarke.
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Bank of england minutes pointing to 2016 raise
The minutes from the last Bank of England monetary policy meeting have revealed there remains little dissent within the committee, with all members united in holding rates steady at 0.5%.
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Fund managers sanguine as uk slips into deflation
UK consumer price inflation fell to -0.1% in April, the first negative reading since records began in 1996.
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Positive sentiment on chinese banks ignores govt. stranglehold
The consensus view that China’s cuts to banks’ required reserve ratios were a stimulative measure is negated by the mechanics of Chinese banking system itself, says Matthews Asia’s Andy Rothman.
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Thomas Miller issues China warning
Investors in Chinese assets risk a ‘bruising fall to earth’ according to Thomas Miller Investment’s head of private investment management Andrew Herberts.
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Unpicking the four biggest current consensus calls
Investec Wealth and Investments’ Nick Sketch interrogates some of the biggest consensus trades in the market right now looking for both problems and potential.
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Tax cuts, consumers and population dynamics a boon for healthcare
Population dynamics, consumer demand and an effective corporate tax cut are coalescing to make the UK healthcare sector an increasingly attractive proposition, says Newton Investment Management’s Paul Stephany.
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Japan’s corporate governance code crucial to revitalising economy
Improvement in shareholder returns and better use of idle assets is crucial for Japanese equities to really outperform their global peers.
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AXA IM, Schroders see more easing in China
China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.
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Inflation to hit 2% in two years, but productivity remains key – bo e
Inflation should return to its 2% target within the next two years, the Bank of England said on Wednesday, but labour productivity remains the key uncertainty, as it downgraded its forecast for UK GDP growth from 2.9% for 2015, to 2.5%.
