Absolute return disappointment stymies cautious investors
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
Analysis
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OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
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ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.
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Volatility here to stay in the age of the ‘Toblerone’ market
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
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ANALYSIS: Inflationary fears as Trump victory spooks bond investors
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
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ANALYSIS: Don’t worry, plenty more political twists to come
Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.
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OPINION: Greater diversity cannot come soon enough
There is an aspirational timbre to the slogan “Make America great again” that belies its dog-whistle like nature.
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ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
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How to personalise interaction with clients
In her final feature on customer service, Julie Littlechild, founder of Absolute Engagement, looks beyond customer satisfaction and loyalty.
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ANALYSIS: BoE back to square one as inflation forces grow
Balance was the word of the day following the release of the November Inflation Report from the Bank of England.
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The Brexit debate: What exactly do we know?
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
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European investors lukewarm about US equities – but Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.