PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
Income investors are focusing too much on volatility, says Rathbones’ David Coombs, and in doing so could be setting themselves up for a fall.
Indian Prime Minister Narendra Modi’s ‘capitulation’ over the effort to bring in some of the much-trumpeted regulatory reforms is reason to question the sustainability of the Indian equities climb, according to Rathbones asset allocation strategist Edward Smith.
Three top multi-managers reveal how they reacted to the stock market sell-off.
Ed Smith, asset allocation strategist at Rathbones, examines why China’s 0.25% interest rate cut will not work.
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.
Rising interest rates are generally accepted as a poor environment for sovereign bonds, says Rathbones’ head multi-asset investments David Coombs, but has the danger been oversold?
Rathbone Investment Management has appointed Nick Liddle as an investment director in its Edinburgh office.
Concerns around the outcome of the UK election weighed on investor sentiment and net inflows in the first half of 2015, Rathbones said on Tuesday.
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?
Raising the UK interest rate in the foreseeable future would be a contradiction and makes no sense, according to Rathbones’ David Coombs.
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?