Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
Investment Strategy
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ANALYSIS: Trump impact on emerging markets may wane
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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Tilney targets advisers with ‘smart beta’ range
UK wealth manager Tilney for Intermediaries is planning to launch a new range of ‘risk graded, low cost multi-asset funds’ in the first quarter of 2017.
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Schroders unveils first credit income fund
Schroders has launched the Schroder ISF1 Global Credit Income fund, its first credit income fund.
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Finance, energy and health sectors in focus for 2017 – Citi
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. says Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment.
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Diving for pearls: Nine global funds worth considering
With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.
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Momentum’s Klempster on outcome-based asset allocation
James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts
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Bond investors wary as Italy referendum risk looms
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
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ANALYSIS: Pragmatic Hammond and the art of the possible
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
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UK financial services to benefit from Middle East uncertainty
The UK is set to benefit from expats and investors in the Middle East moving their money out of the region amid rising concerns of Saudi Arabian political and economic instability and growing fundamentalism in surrounding states, says Nick Rucker, partner at law firm Irwin Mitchell Private Wealth.
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ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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Mirae launches first-sharia compliant fund
Mirae Asset Global Investments has launched a sharia-compliant version of its flagship Mirae Asia Sector Leader Equity fund.