Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
Psigma Investment Management has hired Sanjeev Chopra from HSBC Global Asset Management.
Against a US political backdrop that is “poisonous and unpredictable”, Psigma Investment Management is less optimistic over the US economy versus its peers, according to its quarterly asset class outlook report.
Online retailers have changed the rules of the game for consumer spending, and portfolio managers are struggling to catch up, says PSigma Investment Management.
$10 dollar oil is a possibility following 18 months of “outright victimisation” of the commodity and a bullying Fed, according to PSigma’s IM’s investment strategy head, Rory McPherson.
An inflection point is taking place across equity markets inviting investors towards more cyclical names.
Psigma Investment Management is launching a cautious income strategy to add to the four existing strategies in its managed portfolio service (MPS).
Diversification appears to be high on investor minds as summer winds down and inboxes fill up with new products/
According to By: Tom Becket, CIO, Psigma Investment Management, this weeks ECB meeting was a pivotal moment for the European economy.
There are likely to be fewer large-scale acquisitions than in the last cycle, with a refocus corporate activity.
Poor results from the likes of Google and IBM could point towards another tech bubble.
For the first time in the companys history, all three of its star funds have been given a sell status.
