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.
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NATO summit watch adopting the brace position
Rowan Dartington Signatures Guy Stephens looks at the risk of a new Cold War and potential implications for markets
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A forward view Europe a concern
According to Royal Londons Ian Kernohan, although asset allocation currently still favours equities over bonds there are a number of pressures now acting against that view.
