2017 will be a good year for EM equities
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Investment Strategy
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Rotation from bonds into equities might not last long
Global growth in the second half of 2017 will help determine whether investors keep shifting assets out of bonds and into to equities, said Thomas Kwan, the chief investment officer for Hong Kong-based Harvest Global Investments.
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The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
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US policy drives Bank of Singapore’s glum outlook on China
Potentially aggressive US trade policy and China’s expanding credit are top concerns, according to Richard Jerram, the Bank of Singapore’s (BoS) chief economist.
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Seven investment themes for 2017
The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the ‘sharing economy’ will be among the seven themes that will interest investors next year and beyond , according to Investec Wealth & Investment.
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ANALYSIS: US equities the ultimate refuge as 2016 winds downs?
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
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Analysis: The absolute return conundrum
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
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NN IP launches balanced European sustainable fund
NN Investment Partners has launched the NN (L) Patrimonial Balanced European Sustainable fund, a sub-fund of its Luxembourg regulated NN (L) Patrimonial Sicav.
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Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
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Greater diversification needed for 2017, says Kleinwort Hambros
Investors should diversify their portfolios as broadly as possible in order to protect against fresh risks in the economy throughout 2017, Kleinwort Hambros has said.
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ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
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ANALYSIS: Is nimble the new cautious?
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.