ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.
As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.
We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
Business owners often say their people are the key asset in their company, but in the IFA world it’s even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
It is difficult to open a newspaper these days without reading about disinherited relatives challenging the will of a loved one alongside reports of a rise in the number of diagnoses of dementia being made, says Gareth Ledsham, partner at law firm Russell-Cooke.