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.
QE
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AXA IM, Schroders see more easing in China
China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.
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China rate cut seen as latest in a series
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.
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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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QE, zero rates driving deflation – Terry Smith
Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.
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PA ANALYSIS: Lift-off in Japan or false dawn?
With the Nikkei 225 breaking through the 20,000 point level yesterday and Japanese stocks broadly having put on around 15% this year, many investors will be trying to ascertain whether that is as good as it gets or a sign of things to come.
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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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IMF warns of Fed danger as ECB reassures markets
Both the International Monetary Fund and the European Central Bank have made significant statements on global economic issues, with the former issuing a warning and the latter offering reassurance.
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Rothschild busts macroeconomic myths
Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
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Wave of overseas money
The European equities space is poised to receive a wave of foreign capital as overseas investors run out of reasons not to buy, said Tony Lanning, manager of JP Morgan Asset Managements Fusion fund range.
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Return of meaningful volatility biggest risk
A return of market volatility is the predominant risk to investors in 2015, says PanAgora Asset Managements Bryan Belton.
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Dollar is safe haven in eurozone
Investors concerned by eurozone political rumblings should seek protection via the US dollar, says Legal & General Investment Management’s Justin Onuekwusi