High yield rebound may be short-lived
Recent high yield bond market gains may dwindle due to volatility and weak global growth, according to Nicolo Carpaneda, investment director, fixed income at M&G.
China
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Returns on China’s WM products to shrink
A lack of quality investment targets will pose a challenge for Chinese wealth managers this year, a new report by Cerulli Associates said.
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Chinese retail boom defies slowdown fears, says Fidelity
Despite resources such as oil, gas and coal being “negatively hit by the slowdown in growth in China”, it’s not all doom and gloom as Chinese consumers “continue to buy more than ever”, according to a recent report published by Fidelity International.
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China Post Global buys European ETFs from RBS
China Post & Capital Global Asset Management has acquired 10 Europe-listed ETFs from Royal Bank of Scotland as RBS continues its strategy of selling its non-core UK businesses.
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Don’t expect a China-led commodities rebound – GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
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Botox and driverless cars to spearhead China growth – Barings
Asset management firm Barings predicts that strong growth in makeup, Botox, electric vehicles and driverless cars in China will drive performance of its Asian funds, according to head of Asian equities, HyungJin Lee.
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The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
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BMO GAM sees broadening global growth in five-year forecast
The firm believes “lower for longer” will apply to energy prices, inflation and interest rates over the next five years.
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Aviation investment opportunities taking off in China and EM
The rise in aviation in China and emerging markets is presenting investment opportunities even for those unable to participate directly, says EdenTree.
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Fitch warns on China’s wealth management products
The sharp increase in wealth management products to $3.6trn raises credit and liquidity risks at Chinese banks, the ratings firm said.
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Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks, while China and other emerging markets have turned into the sources, according to an IMF working paper.
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ANALYSIS: We consumers are ready to save the day
For the rest of 2016, being less pessimistic could be what consumers need economies and companies to feel to encourage them to come to their rescue.