Whilst we were all eagerly hoping to get a new polymer £5 note in our change from the supermarket a couple of weeks ago, another currency was also also making a ‘first’ appearance of sorts: the Chinese yuan was added to the global reserve basket.
Old Mutual Investors’ CEO Richard Buxton is looking for a steeping yield curve or further lifting of US interest rates, both of which would benefit his holdings in UK Banks.
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
Societe Generale has warned investors that there are pieces of the current macroeconomic puzzle that do not fit.
ETF Securities has reported a three-fold increase in ‘retail’ investors looking to hedge their currency exposure since the start of the year.
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.
Investors dreading emerging market corporates being hit by a US interest rate rise are not living in the real world, according Ashmore Investment Management’s Jan Dehn.
Kames Capital has launched a fixed income Constrained strategy for Euan McNeil, rolled out alongside its previously reported Absolute Return Bond Global Fund.
The Fed has signalled a rate rise, and dollar strength has played its part, but it will take unforeseen events to halt the US equity rally.
F&C Investment Trust saw its dividend per share rise for the 44th consecutive year in 2014, the group announced in its annual statement.
Sterlings fall to a five-year low against the dollar on Friday following the release of weak UK economic data was merely a push over the edge, says Hargreaves Lansdowns Laith Khalaf.
Equity investors have by and large emerged unscathed from the first quarter, still bonds and commodities have suffered, and there are bigger risks facing portfolios going in to Q2.
