Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
Analysis
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ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
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ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.
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Current volatility a game changer: Carmignac’s Crowl
The curent period of volatility in global markets is due to a collision of game changing events for long term investors, argues Sandra Crowl, a member of the investment committee at Carmignac Gestion.
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Is Saudi Arabia finally winning the global oil war?
Sometimes in global financial markets, change can be brutal as the market adjusts to a completely new reality. The second half of 2014 was one of these periods and witnessed the beginning of what would become one of the largest declines in global oil prices on record.
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HEAD-TO-HEAD: First State vs Matthews Asia
Fund Selector Asia compares the First State Indian Subcontinent Fund with the Matthews Asia India Fund.
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This year’s pain to mark end of bear market – Toogood
Peter Toogood, investment director, City Financial, gives his view on the current investment climate.
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Analysis: The pros and cons of one of 2016’s biggest asset allocation calls
There are currently very few screaming buys in the market. Years of quantitative easing and a still rickety economic recovery have left most quality assets very fully valued and the rest seeming cheap for a reason.
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ANALYSIS: Another tough year for value investors?
The FTSE’s felled and the bears are back out in force, so could now be a good time to entrust your wealth with a dedicated value investor?
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ANALYSIS: Time for investors to run for the hills or be brave?
It has been quite a start to the year in financial markets and the initial impulse many will have is to batten down the hatches and try to weatherproof portfolios.
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China at a watershed, says T Rowe Price
The renewed turmoil in China’s financial markets in the first two weeks of 2016 has undermined investor sentiment, wiping trillions of dollars off the value of global stock markets. Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund looks at whether this could mean China faces a Japanese-style ‘lost decade’…
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Will multi-asset funds really deliver as markets head down?
Since Markowitz, multi-asset investing has been increasingly “en vogue”. The other trait that has caught the imagination – as well the attention of the regulators – is risk assessment.