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.
Federal Reserve
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ANALYSIS: Central bank manoeuvring puts banks back in play
The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
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Fed leaves investors waiting for Trump and Clinton
The Federal Reserve’s decision announced on Wednesday to keep rates on hold has left investors waiting to see the outcome and market impact of the Presidential election before a rate rise is put back on the agenda.
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It is important that the Fed does not overreact – JPMAM
With central banks in the spotlight this week JP Morgan Asset Management has warned it is important that the Federal Reserve does not overreact.
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Excess liquidity ‘likely to constrain growth’ for years
Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.
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Improving Chinese economy should keep EM calm – Kames
An improving Chinese economy should keep emerging markets calm and means that emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.
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Currencies: Swings and roundabouts
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
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Fed turns ‘mildly hawkish’ after holding rates
The US Federal Reserve’s decision to hold rates at 0.25-0.5% announced Wednesday surprised nobody, but the accompanying rhetoric suggested a more hawkish stance is emerging.
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Commodities remain hurdle for US high-yield
Carl Whitbeck, head of US high yield at Axa IM, expects the struggling commodities sector and ongoing uncertainty around future Fed action to lead to greater volatility in the high yield space.
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Seven themes shaping financial markets and investments
The long term trend of easily securing healthy returns is coming to an end and investors now face the challenge of how to generate reliable capital growth and income. Aviva Investors has identified seven drivers of long term investment returns. They can be seen by clicking through the following pages.
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ANALYSIS: Did Uncle Sam shoot himself in the foot?
The first rate rise since the financial crisis was a long time coming and markets initially responded relatively well, but it is starting to look like a miss-step by the Federal Reserve.
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.