2016: Navigating the Asian bond market after US rate hike
The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
Investment Strategy
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A year to remember: Crashes, QE and the return of rate rises
Investors will remember 2015 as a year spent trying to guess what major central banks around the world would do or say next.
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Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
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ANALYSIS: An EM rebound, calmer commodities, and other reasons to be optimistic
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
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Calling time on the commodity downturn
This has been another torrid year for natural resources stocks but, in investment terms, the next commodities cycle could be starting any time soon.
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Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.
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Indian equities: Three views moving into 2016
Are Indian equities expected to outperform in 2016 compared to 2015?
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ANALYSIS: What if the Fed is wrong and other scary thoughts for 2016
A look at the coming year for those whose glass is half empty
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
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Mind the fund gap, says Wellian
The investment environment in 2016 will require more “cherry picking” of individual managers and funds on an ongoing basis, according to Wellian Investment Solutions’ CIO Richard Philbin.
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ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
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Investors maintain cautious approach for ASEAN
Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.