Equities rally to slow, says Pictet
The rebound in global equities since the beginning of October looks largely played out, unless there is a turnaround in earnings forecasts, said Christophe Donay, chief strategist at Pictet Wealth Management.
Currency
-
-
Distinguishing currency plays from crowded consensus trades
Investors are still positioned in the winning trades of 2014, says Neuberger Berman’s Ugo Lancioni, but the case for those trades is now far from obvious.
-
Currency risk remains, but headwinds turning tail – Yarrow
Global currency risk remains a concern for income investors, but its influence is likely to wane going forward, says Hugh Yarrow, manager of the Evenlode Income Fund.
-
Russell Investments names fixed income strategy head
Russell Investments has appointed Van Luu as head of currency and fixed income strategy.
-
Credit suisse profit boosted by wealth management
Credit Suisse has announced first quarter profit up 23% on this time last year to CHF 1.1bn, in large part due to its wealth management division.
-
Ways to play the plunging euro
The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.
-
Scottish independence The financial implications
International Adviser considers six potential financial implications of a “Yes” vote to Scottish independence
-
Currency swings are the hidden danger for managers
The geopolitical and economic volatility being seen around the world means, now more than ever, investors strategies and tactical asset allocations are vulnerable
-
no brains behind no brainer buying renminbi
Teresa Kong argues that the recent moves in Chinese currency markets are not just a healthy thing to see but necessary for an economy looking to increase the role of the market in allocating resources.
-
hartman cap client monies total 23
The joint special administrator of Hartmann Capital has completed the first stage of its unwinding of the London-based investment company, and revealed that client monies as of Monday totalled £23.7m ($39.4m, 28.8m), while it held client equities worth around £39.8m.
-
Weaker rand holds back Investec numbers
Investec's wealth and funds arms took in a combined £3.1bn over last nine months
-
The wheels coming off EM currencies
Some emerging markets have found themselves wobbling in recent weeks‚ following a long period of hitching themselves to the loose monetary policy of the Federal Reserve. They face the choice of hanging on (by raising rates) or letting go (allowing their currency to depreciate) but neither of these options will be pain-free.