Top multi managers reveal Black Monday responses
Three top multi-managers reveal how they reacted to the stock market sell-off.
China
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‘Nothing new in China’ but outflow risk remains- Carmignac
There is ‘nothing new in China’ but despite this there is a risk of continued capital outflows, according to Carmignac managing director Didier Saint-Georges.
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PA ANALYSIS: Searching for silver linings
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
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Wary Woodford looks for opportunities amid the noise
Unsurprised by the recent China-led market volatility, Neil Woodford says the strategy he has pursued since June last year has emphasised a weaker-than-consensus global economic backdrop, led by slowing growth in China.
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Bearish consensus yielding Chinese opportunities
Current market bearishness provides investment opportunities in China, says Fidelity’s Catherine Yeung.
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Five post-crash bets for the road ahead
Industry experts come together and select their best investment calls for the post-crash environment.
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Investors divided on how to react as markets decouple
Global markets have grabbed a handhold on the equities cliff as China continues to fall, and managers are divided on how best to react.
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Changing tactical balance could mean property market outflows
Property markets have had a good run, says Brooks Macdonald’s Steven Grahame, but the possibility of a short-term equities rally could prompt a wave of outflows.
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PA ANALYSIS: Frightful markets see investors run for the hills
Investors are skittish. With the radioactive glow of the global financial crisis still seared into the market’s collective memory it doesn’t take much to get them running for the hills.
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Markets slump on Greece and China combo
Alexis Tsipras’s resignation last night and poor factory orders from China on Friday have seen red ink flow across global markets.
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Keep your eyes on the road and your hand on the economy – Charles Stanley
Charles Stanley’s John Redwood on how keeping an eye on the auto industry provides a bellwether for the global economy.
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Yuan SDR inclusion delayed to 2016
The IMF confirmed that it would delay a review of the yuan’s inclusion in its special drawing rights currency basket to September 2016, despite China’s latest move to relax control of the yuan exchange rate.
