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.
Euro
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BlackRock seeks to negotiate euro volatility with hedged ETF
BlackRock has moved to tackle the increased currency risk environment with the launch of a hedged European equities ETF.
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Stanhope: ‘Whip-saw’ markets catching managers off guard
The current ‘whip-saw’ nature of equity markets is catching out hedge fund managers, particularly those using stop-loss risk controls, according to Stanhope Capital’s CIO Jonathan Bell.
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Constrained fund completes kames ar global bond line up
Kames Capital has launched a fixed income Constrained strategy for Euan McNeil, rolled out alongside its previously reported Absolute Return Bond Global Fund.
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Heavy utilities regulations translates to sustainable dividends – Fidelity
Investors seeking sustainable dividends should look no further than the heavily-regulated utilities sector, according to Fidelity Worldwide Investment’s Michael Clarke.
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Short duration gilt investors should hope for conservatives – cunningham
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
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‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
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PA Analysis: Is sterling’s downside already priced in?
However you vote today, it is the direction of sterling – more so than markets – that could cause investors most concern over the coming weeks.
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Is the US equity party over?
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.
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Past performance can be a guide – Gardhouse
“Past performance is a guide to future returns,” says Lee Gardhouse, investment director at Hargreaves Lansdown. But, he is quick to add: “as long as you are looking at the right metrics.”
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QE ‘second wind’ could create corporate bond opportunity – RBC WM
Investors are set to benefit from a quantitative easing ‘second wind’ which will create opportunity in the corporate bond sector, says RBC Wealth Management’s Hakan Enokssen.
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The five biggest risks to your portfolio
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.