Is it time to shift from oil’s losers to winners?
Twelve months on from the major slide in the price of oil, it seems a good time to take stock of the impact on the global economy and markets.
Viewpoint
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Robo-advice: Fact and fiction
I have lost count of the amount of articles about so-called robo-advice. It certainly is the “flavour of the month” and, if we believe all that we hear, will soon become the most important element in the delivery of financial services. I have some strong views on this…
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It’s beginning to look a lot like a rate rise.
If the Fed start raising rates on Wednesday, which is almost a foregone conclusion, what will the accompanying statement say?
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Oil Price Expectations and a House of Cards
Greg Bennett, fund manager at Argonaut Capital, gives his view on the dynamics behind the current oil price.
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Will the RMB SDR inclusion have a big impact?
After prolonged deliberation the IMF finally announced that the renminbi had met the criterion to become the fifth currency to be included in the SDR (Special Drawing Right) basket.
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Henderson’s Hermon: “We see value in mid-caps”
Neil Hermon, manager of Henderson’s Smaller Companies investment trust, re-affirmed his belief in mid-caps.
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Henderson: ECB stance paves way for European credit
The ECB’s accommodative stance paves the way for European credit to outperform in 2016, according to Henderson’s head of fixed income Phillip Apel.
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Brexit worries unlikely to scare international property investors out of UK market
The prospect of rising interest rates and a potential Brexit are likely to impact property sector investor sentiment in 2016, says Alan Sippetts, investment director at Heartwood Investment Management.
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Eastspring’s Asian bond outlook for 2016
2015 will go down the annals of global investors as a year characterised by heightened volatility and general pessimism.
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Using volatility to extract alpha in unloved EM debt
A number of headwinds, from China’s yuan devaluation to Brazil’s rating downgrade, have hit emerging market debt recently.
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A letter from Spain: Economic pragmatism binds union
Arriving in Spain one week after the Catalonian elections, it was hard for us to avoid drawing parallels with our native Scotland.
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Market weakness is an opportunity for biotech investors
Up until three months ago, the rise of the biotechnology sector seemed inexorable – the reference benchmark had more than quintupled its value since July 2010.