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?
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.
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.
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.
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.
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.
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.
Investors will remember 2015 as a year spent trying to guess what major central banks around the world would do or say next.
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
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).
This has been another torrid year for natural resources stocks but, in investment terms, the next commodities cycle could be starting any time soon.
Typically shunned by investors, emerging markets may be ready for a second look in 2016.
