Fed rate hike means risk rally could be short lived – BAML
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
Energy
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HEAD-TO-HEAD: Investec Global Energy Fund vs Schroder ISF Global Energy
Fund Selector Asia compares the Investec Global Energy Fund and the Schroder ISF Global Energy Fund.
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US high yield outperforming against the odds but can it sustain this momentum?
The US high yield market has “rebounded strongly” from a dreadful showing in 2015, continuing to offer the most value in the energy space in spite of plummeting oil prices and worsening credit fundamentals, according to Heartwood Investment Management’s investment director David Absolon.
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Contrarian view on US equities can reap rewards – Legg Mason
Taking a contrarian view on United States equities can reap rewards according to Evan Bauman, co-lead manager of the Legg Mason ClearBridge US Aggressive Growth Fund.
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Stenham: Credit investors must prep for energy defaults
The downtrodden high-yield market is pricing in more trouble than anticipated, but investors should expect a wave of energy sector defaults, says Stenham Asset Management.
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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.
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Shell shares shake off profit plunge
Royal Dutch Shell shares have shaken off a 56% plunge in profits revealed this morning.
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US consumption will push Mexican growth
Rising US consumption will boost the Mexican manufacturing sector and subsequent wider economic growth, according to the manager of BlackRock’s Latin American Trust.
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PA ANALYSIS is energy back on shopping list
Out of favour in markets over the past years, energy equities are starting to capture the imagination of investors and making it on their to-buy lists.
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ETF Securities launches new US energy fund
According to the ETP provider, the new product will allow European investors access to the US energy space in a new way.
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Be contrarian buy commodities
Conventional wisdom says if China struggles then so does demand for commodities, but does that make resources a contrarian opportunity worth pursuing today?
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PA ANALYSIS Crimea river of energy winners
The prospect of war in the Crimea is bringing out the best in the doomsayer national news headline writers while the more astute financial publications look straight through them in search of the investment winners and dump the losers.