Significant disconnect between investor risk and return expectations – schroders
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
Macro News
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Asian consumer appetites will feed back to japan
Rising incomes within the middle class and increasing consumer appetites across Asia will feed back to investors in the Japanese equity market, says Matthews Asia’s Kenichi Amaki.
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Nervy fund managers consistently costing returns, says Sanlam
Speaking at the Federation of European Independent Financial Advisers’ Spring Conference 2015, David Itzkovits, head of investments at Sanlam Global Investment Solutions, said the average investor’s returns fall below the S&P 500 index every year by a significant amount due to their fund manager’s positive and negative emotions.
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Don’t be discouraged by us slowdown – Richard Philbin
Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.
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China rate cut seen as latest in a series
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.
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UK plc profits softest since 2008
Profits made by FTSE 350 companies have fallen 7.7% on a like for like basis to £1.44tr, according to the Share Centre’s Profit Watch UK report.
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German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
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Does the us rate hike create an em buying opportunity?
Local currency bonds in India, Mexico and Brazil are what BlackRock has bought, and market overreaction when the US Federal Reserve raises interest rates could be the time to buy more emerging market assets, said Rick Rieder, chief investment officer of fixed income fundamental portfolios.
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Star uk managers weigh in on election aftermath
The initial market reactions to the surprisingly strong victory for the Tories in what was touted as the closest election in a generation were positive, Sterling strengthened, markets rose and inboxes flooded with commentary.
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Cyclicals, sterling early winners as uk markets jump on tory win
The FTSE 100 spiked briefly through 7,000 points on Friday and sterling strengthened as investors woke to news that the Conservative party had beaten even the most optimistic expectations.
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Investors should heed bond shock shot across the bows
Investors have been getting a rather sharp reminder of just how much interest rate risk is present within government bonds.
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Short duration gilt investors should hope for conservatives – cunningham
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
