This year’s pain to mark end of bear market – Toogood
Peter Toogood, investment director, City Financial, gives his view on the current investment climate.
Investment Strategy
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Analysis: The pros and cons of one of 2016’s biggest asset allocation calls
There are currently very few screaming buys in the market. Years of quantitative easing and a still rickety economic recovery have left most quality assets very fully valued and the rest seeming cheap for a reason.
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The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
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Fund selectors rediscover EM equities
Investors are often accused of buying into a trend too late, when markets have already gone up a fair bit. But Europe’s fund buyers are putting on a brave face, and are already planning to move back into emerging market equities before they bounce back.
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China at a watershed, says T Rowe Price
The renewed turmoil in China’s financial markets in the first two weeks of 2016 has undermined investor sentiment, wiping trillions of dollars off the value of global stock markets. Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund looks at whether this could mean China faces a Japanese-style ‘lost decade’…
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Great expectations: Low risk of recession in global economy
Wells Fargo Asset Management strategist Jim Paulsen says the global economy is not at risk from a recession but from exceeding expectations of growth.
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ANALYSIS: Are investors clutching at straws with their Japan overweights?
Japanese equities are enjoying a place in the rising sun in terms of the preferences of many investors, but is this a sound decision destined to yield rewards or an act of desperation?
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HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016, according to Benjamin Pedley, head of investment strategy in Asia at HSBC Private Bank.
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Brooks Macdonald: US rate cycle the biggest risk out there
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
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Is China’s ‘new economy’ a light in the dark?
Asset management firms that have bet on China’s consumer and services industry seem to be on the right track as the central government guides an economic transition.
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Five key equity themes for 2016 – SocGen
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
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ANALYSIS: US equity tea leaves do not make for easy reading
Like any good rollercoaster, global equity markets had, by the end of the year, returned pretty much to where they started, while at the same time leaving investors somewhat shaken and a little nauseous for all the ups and downs along the way.