The commodities supercycle’s not dead, it has evolved – Barings
With Chinese GDP growth moderating and demand for many commodities still lacklustre, it is understandable that the commodities supercyle’s obituary continues to be written.
Analysis
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PA ANALYSIS: Time to forget about ‘safe havens’
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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PA OPINION: The retail names that should leave index-tracking to the experts
Sniping at passives may be passé, but that still doesn’t explain the benefit that dyed-in-the-wool active fund groups achieve from fielding substandard tracker funds.
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PA ANALYSIS: Is there really a bond liquidity crunch coming?
The concept of daily liquidity for bond funds could soon be tested like never before if some of the more pessimistic market commentators are proved right.
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PA ANALYSIS: How deep should your US equities cut be?
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?
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PA ANALYSIS: Calpers – The ghost of asset management future
At first glance, the decision by investment behemoth CalPers to more than halve the number of external managers it uses, and a survey of 102 UK advisers conducted by Investec Wealth about what they look for in a DFM partner have very little in common.
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PA ANALYSIS: Eurozone bonds and equities combining to wrong-foot investors
As the longest day of the year approaches investors may well be struggling to work out how they should position portfolios for the summer markets.
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PA ANALYSIS: Rethinking wealth management’s regional race
Last week Hawksmoor announced not only the opening of a new Taunton office, but also its goal to become the biggest investment manager based in the South West.
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Winter weather and other weights on US growth – RLAM
Last year, severe winter weather caused US GDP to contract by 2% in the first quarter of 2014. This year, economists have been engaged in a similar debate, with initial estimates showing a contraction of 0.7% in Q1.
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HEAD-TO-HEAD: Investec UK Special Situations vs. Liontrust Special Situations
Special situations is the backdrop for this week’s head-to-head battle, with Alastair Mundy’s Investec UK Special Situations Fund, squaring off against Julian Fosh and Anthony Cross’s Liontrust Special Situations Fund.
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PA ANALYSIS: Investors would do well to heed IMF storm warning
The impact of a stronger dollar on growth and job creation in the US seemed a significant part of the reason behind the International Monetary Fund’s warning to the US Federal Reserve it should delay raising rates until next year.
