Prolonged political uncertainty and flaws in the institutional framework have kept eurozone equity premium risk at its highest level since the ‘09 global financial and ‘11 eurozone crises, according to new data by NN Investment Partners.
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton’s multi-asset range, said he would have to restructure roughly half of his portfolio.
Flows into United States equities exchange-trade products reached their highest level since December 2014 in July, according to data from BlackRock.
At first glance, it seems large healthcare companies have lost interest in M&A. According to Dealogic, year-to-date deal volumes are 25% lower than for the same period last year.
NN Investment Partners revealed this week it is retaining a preference for equities, real estate and spread products, post-Brexit.
Legg Mason’s Bill Hench talks about his love of the small cap universe, investing in individuals and how the US is set to lift the global economy
Some of Schroders best known fund managers have picked out what they see as the biggest concerns for investors in the near term.
While markets are calm it’s better to collect dividends from US equities than put money in cash or fixed income, said David Kelly, JP Morgan Asset Management’s chief global strategist.
The United States financial regulator the Securities and Exchange Commission is expected to shed more light on its plans to push through reforms of company reporting practices during an upcoming visit to London.
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
A graveyard for active managers or a door to tech and healthcare opportunities? The US market remains under scrutiny from wealth managers and analysts alike.
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
