Global fund managers are finally turning positive on US equities and commodities while sentiment towards Europe and emerging markets has cooled, according to the latest Bank of America Merrill Lynch fund manager survey.
Investment managers are positioned for long-term weakness in the US dollar, sticking by emerging markets, despite recent strength in the currency.
Index provider MSCI has formally included about 230 China A-shares into its three widely-tracked indices, but fund managers see a minimal impact on the A-share market.
The entry of Transact parent Integrafin into the FTSE 250 index has been described as good news for rival platforms and wealth managers considering a listing.
Climate change has landed oil majors offside with a number of investors representing $10.4trn worth of assets ahead of their annual general meetings (AGMs) over the next couple of weeks.
As the US Federal Reserve leads the developed world on hiking rates, fund managers weigh in on whether the greenback’s strength will continue – upsetting emerging markets along the way – or if structural elements in the US economy provide reasons to be bearish.
Nick Train has said he will not be drawn into investing in oil majors despite the bumper returns they have delivered for his investment trust’s FTSE All Share benchmark.
Legal & General Investment Management (LGIM) has got the green light for its Brexit plans for European Union clients from the Irish regulator.
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
Bank of England governor Mark Carney has re-earned his moniker as an ‘unreliable boyfriend’ as the monetary policy committee votes 7-2 to hold rates at 0.5%.
Donald Trump’s decision to walk away from the Iran nuclear agreement has left investors pondering the short-term prospects for the recovering oil and gas sector.
Donald Trump’s decision to walk away from the Iran nuclear deal has seen the oil price take off, as political tensions in the Middle East look set to increase.
