Late Fed rate rise set to open up EMD opportunities – Fidelity
The Fed should not raise interest rates now, says Fidelity’s Eugene Philalithis, but when they do it could throw up compelling opportunities in unloved asset classes.
Federal Reserve
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PA ANALYSIS: The Fed has snookered itself
With the most anticipated interest rate decision of recent times imminent, it seems the Federal Reserve is firmly stuck between a rock and a hard place.
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To raise or not to raise – Experts predict Fed decision
All eyes are on Janet Yellen and the Federal Reserve this week as investors brace themselves for one of the most anticipated interest rate decisions ever.
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Yuan devaluation could force sovereign rethink – Tilney Bestinvest
Further yuan devaluation could make asset allocation even tougher going forward, says Tilney Bestinvest’s Seager-Scott.
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Wild China stories and the likelihood of lower-for-longer rates
Economic news from China has been the root cause of market jitters during the summer, although the recent spike in market volatility did not lead to signs of distress within the financial system, in the manner of 2007/8.
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PA ANALYSIS: Markets divided on high yield dangers
Following the publication of the Federal Reserve’s minutes from its July meeting, the market appears to be betting on a September lift-off for the first interest rate hike.
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Decent data needed to seal approaching Fed hike deal
The Federal Reserve is edging towards its first interest rate rise in almost 10 years, says Royal London’s Ian Kernohan, but another round of decent economic data is needed to seal the deal.
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Capitalising on market noise and investor jitters – Husselbee
China and Greece are merely distractions, says Liontrust’s John Husselbee, and investors should be focusing on the US interest rate headline event.
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Stockpickers’ delight as US enters next phase of cycle – Neptune
Bottom-up investing will be crucial to US equity investors as the market enters the next phase of the investment cycle, according to Neptune’s Felix Wintle.
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Europe is world’s ‘comeback kid’ – Julius Baer
Europe is becoming the world’s ‘comeback kid’ in economic terms, according to chief strategist at Julius Baer Christian Gattiker.
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Five ways to insulate against interest rate risk
With interest rate hikes from both the Federal Reserve and Bank of England impending, Portfolio Adviser examines five funds that could soften the ride for investors.
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PA ANALYSIS: Is cash the right accessory to beat the summer heat?
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?