The day after the Fed chose once more to stay its hand on interest rates, 38% of delegates at our sister publication Portfolio Adviser’s Summer Congress said a US slowdown was likely to pose the biggest risk to markets over the coming 12 months.
Investor expectations for income and long term returns appear to be significantly inflated, with many looking set for disappointment. Millennials’ expectations, however, are the most unrealistic, say Schroders.
For the next five years investors with multi asset portfolios need to be thinking in terms of a 2.5-3.0% real rate of return and even then they will need to hold a lot more high risk assets, according to Pictet Asset Management.
Eshara Capital, the first investment fund managed out of the Abu Dhabi Global Market (ADGM), has launched its first strategy, providing global investors access to UAE and Saudi Arabian equity markets and upcoming IPOs.
Global growth is turning up and the economic outlook for the second half of the year is positive but the months ahead are full of potential pitfalls, said Trevor Greetham, head of multi asset for Royal London Asset Management (RLAM).
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
As the world wakes up to the new reality of extremely slow growth, there seems little doubt the returns investors became accustomed to during the ‘Great Moderation’ are a thing of the past.
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
As fear has spread through European markets in 2016, precious metals are once again providing a safe haven for unsettled investors.
One of the reasons a lot of people dislike clowns is the edge of panic to the smiles they paint on.
