PA ANALYSIS: Retail fund inflows another reason to worry
Portfolio Adviser is a little worried. If it were just me, I would chalk it up to a generalised glass half empty mindset and my attendance on Tuesday at Société Générale’s ‘Bear Fest’.
Donald Trump
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JPM: Italicum reform investors’ biggest threat
The outcome of Italy’s constitutional review is a bigger threat to markets than elections in France and the Netherlands, said JPM AM’s Mike Bell.
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The seven key asset allocation questions this year
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
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Fund trends: Emerging market debt
It’s still relatively early days for the IA Global Emerging Market Bond sector, and funds could be facing their biggest test yet, says the editor of FE Trustnet.
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Wealth Manager Profile: Mattioli’s Gibson embraces conviction in Asia Pacific
Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.
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Asset Allocator: Nutmeg’s Shaun Port
A universe of 200 ETFs provides Nutmeg’s Shaun Port and his team with an impressive toolkit with which to navigate the complex markets following the recent unexpected political events in the UK and the US.
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The top five asset classes to target in 2017
As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.
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BMO’s Potter goes neutral US post-Trump, keeps Asia overweight
BMO Global Asset Management’s Gary Potter revised his funds’ underweight US position to neutral after the election, but did not back down from his convictions on Japan and Asia despite Donald Trump’s trade rhetoric.
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PA ANALYSIS: New investment realities and rules await in 2017
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
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The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
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Trump inspired optimism and the risk of recession – Flanders
The risk of recession in the US next year has decreased in the aftermath of Donald Trump’s election to the White House says Stephanie Flanders, but has likely left the economic cycle shorter too.
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Dollar rallies/gold falls on back of Fed’s ‘happy’ hike
The dollar surged this morning on the back of only the second Fed rate rise since the 2008 financial crisis.
