Don’t let European politics distract from the China question – Merricks
The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.
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PA ANALYSIS: China must deliver on ‘global powerhouse’ status
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
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Time for UK investors to target China – Architas
With Chinese New Year around the corner and the steady opening up of the Asian country’s domestic markets, Architas investment director Adrian Lowcock said now could be a good time for UK investors to make a move, but urged caution.
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Trump-quakes: reflation trade, jobs growth and China
As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.
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Will Trump create heaven or hell for the global economy?
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?
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Psigma targets contrarian plays and HY in time of ‘Trumponomics’
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
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The seven key asset allocation questions this year
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
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Global growth will keep trending lower – Macquarie AM
Investors have not seen the end of the lower for longer trade, according to Macquarie Asset Management head of research Dean Stewart, so selecting bonds and equities will require an even more cautious approach.
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Wealth Manager Profile: Mattioli’s Gibson embraces conviction in Asia Pacific
Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.
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OMGI ‘s Crabb overweight Chinese equities
The new US president’s anti-trade agenda is a risk that is overblown in regards to China, according to Joshua Crabb, Old Mutual Global Investors’ Hong Kong-based head of Asian equities.
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Indices to include China bonds in 2017 – UBS AM
Chinese government bonds could be included in the global benchmark indices next year, according to Hayden Briscoe, Asia-Pacific head of fixed income at UBS Asset Management.
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China environmental stocks to weather Trump storm?
François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.