Investors need to ‘redefine what constitutes value and safety’ and how to deploy capital into markets now changed by quantitative easing, according to JP Morgan Asset Management’s Bill Eigen.
S.W. Mitchell Capital’s Stuart Mitchell and Jamie Carter expect up to five years of continued underperformance from European stocks exposed to China and are holding firm with their underweight position.
S&P’s surprise downgrade of Brazil’s credit rating yesterday has added another layer of complexity to the decision facing the members of the Federal Open Market Committee next week.
China-related mayhem appears to be the dish of the day, with a fresh serving of troubling data weighing on the minds of investors.
The Bank of England has missed a trick by holding the interest rate, says M&G’s Richard Woolnough, and there could be significant ramifications.
HSBC Global Asset Management is rolling out three multi-asset funds in the UK market.
The longer term implications of slowing Chinese growth on the global economy took centre stage during the latest Bank of England monetary policy meeting, the meeting’s minutes reveal.
Indian Prime Minister Narendra Modi’s ‘capitulation’ over the effort to bring in some of the much-trumpeted regulatory reforms is reason to question the sustainability of the Indian equities climb, according to Rathbones asset allocation strategist Edward Smith.
Woodford Investment Management has made six hires across its investment and operations teams.
Currencies are becoming key to fixed income returns as the rate cycle changes, according to Baring Asset Management’s head of global aggregate Guy Dunham.
Doubters of UK economic robustness are wrong, says GLG’s Henry Dixon, and the Bank of England are at risk of falling too far behind the curve.
Dutch insurance giant Aegon is looking to sell its annuity business in the UK, following on from a move by the French insurer Axa to offload its British business, as international insurers react to the changing regulatory environment.
