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.
Us
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Financials entering a sweetspot – Invesco
Increased regulation and relatively low valuations are leading to significant opportunities in the US financial sector, says Invesco Perpetuals Stephen Anness.
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Consensus realism paves way to
More realistic consensus expectations on European companies’ earnings this year than last are paving the way for potential upside, says Allianz Global Investors’ Marcus Morris-Eyton.
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Asian fixed income is not
The typically-held investor concerns about Asian fixed income diversification, liquidity and credit quality are diminishing, according to Jamie Grant, head of fixed income at First State Investments.
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Polen Capital opens UCITS growth fund
Polen Capital is preparing for changing equity market dynamics with the opening of its global growth fund to UK and European investors.
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QE can boost corp bonds
The European Central Banks quantitative easing injection should be positive for corporate bond investors, but only if they play their cards right, M&G Investments Richard Woolnough and Stefan Isaacs said.
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Focus should be on how quickly rather than when
According to Royal London Asset Management economist, Ian Kernohan, the issue is not so much when the first hike will come in the US, if at all, but how quickly rates rise.
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Vanguard International announces
Vanguard, the world’s largest mutual fund company, has announced senior management changes within its international group.
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Bonnor Moris WM profile
From seeing first-hand the impact of the financial crisis, Newscape Capital Group’s multi-asset head, Richard Bonner-Moris, knows the importance of making sure the models work.
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US economy may slow but earnings
The US may be about to hit the final 100 yards of its economic marathon, but Rathbones’ David Coombs says there is still room for an earnings upside surprise.
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US passive aggressive offers glimmers of hope
One of the most striking divergences since the start of the global financial crisis has been the speed and magnitude of the US recovery relative to that of the rest of the world.
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Millenials are in for an economic rollercoaster
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
