Fund Selector: The ‘fangtastic’ four
2015 was the weakest year for US equities since 2008, the exception being the technology sector that was buoyed by the ‘Fangs’ – Facebook, Amazon, Netflix and Google.
Analysis
-
-
Should wealth managers do more to take advantage of volatility?
Volatility is a word that seems to have strongly negative connotations whether you are talking about markets or somebody’s personality.
-
ANALYSIS: The US economy is making wealth managers earn their money
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.
-
OPINION: London vs Hong Kong – out of the frying pan…?
Even by the very nature of its name, HSBC has always been the most Asian-facing of the multinational super banks, so why does it want to extend its stay in London?
-
Fund selector: Japan’s arrows of fortune?
While the first two ‘arrows’ of Abenomics have helped boost Japanese equity performance and devalued the yen, the jury is still out on whether the strategy is succeeding. Much will depend on the third arrow of structural reform.
-
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
-
The final great investment frontier: Iran
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
-
ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
-
Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
-
ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
-
ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.
-
Current volatility a game changer: Carmignac’s Crowl
The curent period of volatility in global markets is due to a collision of game changing events for long term investors, argues Sandra Crowl, a member of the investment committee at Carmignac Gestion.