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.
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Counterpoint Bill Smead
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
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US consumption will push Mexican growth
Rising US consumption will boost the Mexican manufacturing sector and subsequent wider economic growth, according to the manager of BlackRock’s Latin American Trust.
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Reaping the benefits of the euroglut
Investors can circumvent the ‘euroglut’ stemming from ECB QE by holding sterling bonds from UK and eurozone-based companies, says Rathbones’ Bryn Jones.
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Equity markets as easy to pick as Oscar winners
Despite the subjectivity nature of picking Oscar winners, this year’s bunch were a fairly predictable lot – no surprises, nothing left field and all pretty drab.
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Henderson Global ready to buy Europe
A perfect storm is brewing for European investors with low market expectations combined with upward trending leading indicators, according to the manager of Henderson Global Trust.
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Amundi bolsters fixed income presence in US
Amundi has hired a new head of international high yield bond management for its fixed income management centre in the US.
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Henderson launches two credit funds
Henderson Global Investors has launched two credit funds to meet what it sees as the growing demand for sophisticated fixed income products.
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JOHCM launches US equity fund
J O Hambro Capital Management (JOHCM) has announced the launch of its Dublin-domiciled US Small and Mid-Cap Equity Fund.
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European US and Japanese ETF inflows hit record
European-listed ETFs and ETP assets reached a record high at the end of August of $477.4bn, ETFGI said on Monday.
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US ETP investors leave Europe EM funds gain
The global ETP market had a strong finish to the summer, reporting inflows of $23.3bn in August, Blackrock said on Thursday.