Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
Investment Strategy
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Investment groups reassure as Trump pulls plug on Paris accord
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
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Measuring ESG impact on fund performance
A hybrid approach that blends short-term and long-term views is needed when measuring the impact of ESG practices on fund performance, says Madhu Gayer, head of investment analytics for Asia at BNP Paribas Securities Services.
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ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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UK exposure in global funds hits 12-month high
Exposure to UK equities in global funds has hit a 12-month high as the US has steadily fallen out of favour, new data from Copley Fund Research has revealed.
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Oil prices slump but experts see rise to $60 before year end
Oil prices could rise in the months ahead and the price fall seen in the wake of OPEC’s Vienna meeting last week may be a buying opportunity, experts have said.
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ANALYSIS: Hard truths of a hard Brexit – you could foot the bill
Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?
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Investors put their money where their mouth is
European investors did in April what could, or perhaps even should, be expected from them: they sold US equities and bought the assets they said they would.
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Majority of emerging markets funds in Asia underperform
More than half of emerging market equity funds available for sale in Hong Kong and Singapore underperform the MSCI Emerging Markets Index, FE data shows.
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AJ Bell grows revenues amid record new client sign-ups
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
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Regulatory delays bite Philippine’s fund industry
Local fund managers in the Philippines are still waiting for a series of key regulatory changes that could drive industry growth, according to Valerie Pama, Manila-based president of Sun Life Asset Management in the Philippines.
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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.