Rate hike ramifications for REITs are nothing more than myth – Fidelity
Worries that a hike in interest rate will impact real estate are based on nothing more than myth, according to Fidelity’s Dirk Philippa.
China
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PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
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China bounce-back expected by half of advisers
One in two advisers anticipates an emerging markets bounce-back, with China in particular expected to recover from its slowdown, according to a survey from Cofunds.
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StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
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PA ANALYSIS: UK bets on Chinese golden age as Fed drops baton
If any further evidence was needed of the long term direction of travel for global financial markets, one need look no further than Aberdeen Asset Management’s announcement that it has been granted a business licence to operate in China.
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Buy and sell or hide and hold – Navigating volatile markets
With global markets beginning this week in the same unpredictable vein as they finished the last, two stockpickers debate whether it is time to buy or hide and hold.
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Real risk of a Chinese credit crisis- NN IP
There is a real risk of the market troubles in China developing into a credit crisis in the world’s most populated country, according to Maarten-Jan Bakkum, senior emerging market equities strategist at NN Investment Partners.
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Yuan devaluation could force sovereign rethink – Tilney Bestinvest
Further yuan devaluation could make asset allocation even tougher going forward, says Tilney Bestinvest’s Seager-Scott.
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Caution lingers following PBoC’s FX reserves disclosure
China-related mayhem appears to be the dish of the day, with a fresh serving of troubling data weighing on the minds of investors.
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PA ANALYSIS: Emerging markets, emerging strategies
Strengthened fiscal policy, tax system reforms and infrastructure spending are big promises coming from the Chinese Ministry of Finance this week, but will this be enough to tempt back investors back?
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Wild China stories and the likelihood of lower-for-longer rates
Economic news from China has been the root cause of market jitters during the summer, although the recent spike in market volatility did not lead to signs of distress within the financial system, in the manner of 2007/8.
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PA ANALYSIS: Reasons to stay the course as volatility storm looms
Volatility expectations have been given a shot in the arm by August’s wild swings, but despite this many investors are determined to stay the course.