Indian equities: Three views moving into 2016
Are Indian equities expected to outperform in 2016 compared to 2015?
Investment Strategy
-
-
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
-
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.
-
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.
-
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.
-
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.
-
Eight geopolitical dangers looming in 2016
Geopolitical risks are inherently difficult to predict, but here are some of the key issues GAM investment experts are watching in 2016.
-
Commodity rout unnerves investors
The pain felt among energy and mining producers looks set to worsen as investors concerned about default rates have started cutting their exposure to the sector.
-
Look no further than equities for diversification
Invesco’s Alexander Tavernaro explains why he sees equities as the answer when looking for diversification away from…erm…equities.
-
Nine EM funds to consider for 2016
Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.
-
Singapore market worst performer in Asia
All Singapore equity funds are in negative territory as the Straits Times Index posts the worst performance year-to-date compared to other regional indices.
-
A top challenge facing fund managers today
Generating income without putting capital at risk is one of the biggest challenges facing fund managers in today’s world. Here Ian Kelly, European equity fund manager at Schroders shares his insights into how to achieve this goal.