Capitalising on market noise and investor jitters – Husselbee
China and Greece are merely distractions, says Liontrust’s John Husselbee, and investors should be focusing on the US interest rate headline event.
China
-
-
Investments for the brave as the BRICs break up
Investing in the BRIC concept may seem outdated, while China’s stock market woes have caused concern, but there’s still plenty of reasons to be optimistic about emerging markets.
-
EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
-
EM high yield beginning to look interesting – Harwood
Investors riding market volatility on their cash piles can find high yield opportunities in the emerging market income space, says Harwood Capital’s Richard Philbin.
-
Yuan cuts will pull global markets out of the fire – Greetham
Yuan devaluation will rescue the global market from overheating and restore the deflationary recovery, according to Royal London Asset Management’s Trevor Greetham.
-
PA ANALYSIS: China creating big trouble for emerging markets
The issue of the value of China’s currency versus other major currencies, particularly the US dollar, has been rumbling on for many years now.
-
Renminbi devaluation stokes fears of future moves
The one-off depreciation of the yuan needs to be just that in order to avoid sparking a currency war and derailing the global recovery, according to industry experts.
-
Yuan devaluation could scupper global recovery – Tilney Bestinvest
The increasing likelihood of yuan devaluation could derail the global economic recovery, warns Tilney Bestinvest’s Ben Seager-Scott.
-
PA ANALYSIS: Investors hoping for August respite will be disappointed
The summer slowdown is a myth. Anyone hoping that July and August would provide some respite from the volatility and uncertainty that has characterized financial markets in the past few months has been and is likely to remain disappointed.
-
Chinese index plunge drags global equities lower
The Chinese stock market fall of 8.5% in one session has hit market sentiment on equities around the world.
-
Liontrust AUM knocked by shaky markets in Q2
Investor redemptions coupled with “great uncertainty” in the markets led to Liontrust Asset Management’s AUM dropping £36m in Q2 2015.
-
PA ANALYSIS: Fool’s gold, or the golden ticket?
Gold fell through the psychological $1,100 per ounce level on Monday as prices plunged more than 4% in morning trade.
