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Three reasons why the Trump train could derail investors

By: David Osfield | 16 Feb 2017

President Trump’s ascent to power and commitment to fiscal stimulus has superheated investor sentiment. From the depths of bearish sentiment, the bulls have risen and stock valuations…

Ashburton’s Schiessl positive outlook on India

By: Jonathan Schiessl | 14 Feb 2017

Jonathan Schiessl (pictured) is CIO and lead manager of the Ashburton India Equity Opportunities Fund. Investors are unlikely to forget the events of 2016 for some time,…

Chinese currency reserves drop again

By: David Kohl | 14 Feb 2017

China’s foreign-exchange reserves fell in January below the symbolic threshold level of $3trn. Capital outflows continued unabated and may even have increased to $82.7bn. Nevertheless, we think…

Europe: The scene is set for an(other) historic year

By: Philip Dicken | 13 Feb 2017

2016 will be remembered as the year when the populist vote triumphed. While Britain’s vote to leave the European Union in the June referendum could have been…

Equity ETFs win the race for inflows against their active peers in 2016

By: Detlef Glow | 13 Feb 2017

In hindsight the year 2016 was a very successful year for the European fund industry. The assets under management reached a new all-time high (+€9tr), and the…

Trump presidency: How to deal with uncertainty?

By: Stan Verhoeven | 13 Feb 2017

The election of Trump as president of the United States of America has increased uncertainty. After initial doubts regarding his presidency markets quickly rallied as policies were…

French government bonds: Le Pen advisor raises the stakes for international investors

By: Markus Allenspach | 10 Feb 2017

The spread between French and German 10-year government bonds – widely seen as the best indicator for stress in the eurosystem – has narrowed yesterday despite adverse…

Be wary of a sustained energy and materials rally

By: Adrien Paredes-Vanheule | 10 Feb 2017

Scott Berg (pictured) is portfolio manager of the T. Rowe Price Global Growth Equity Fund. The election of Donald Trump has caused a significant change in sentiment…

Opportunities in Mexico despite Trump

By: Ross Teverson | 09 Feb 2017

Two weeks ago I met with a number of companies in Mexico. Obviously it was a very topical time to be in that part of the world,…

Can it be argued that quality stocks are bond proxies?

By: Clyde Rossouw | 09 Feb 2017

Clyde Rossouw (pictured), co-head of Quality and portfolio manager of the Investec Global Franchise Strategy, explains why ‘Quality’ funds should not be considered bond proxies even though…

A new phase in the cold currency war

By: Joachim Fels | 08 Feb 2017

One of the most interesting and, for many observers, surprising market developments year-to-date has been the gradual descent of the broad trade-weighted US dollar from the lofty…

Value investing’s revival: More than a flash in the pan?

By: Ian Butler | 07 Feb 2017

Until last summer, value investing had been lost in the wilderness, languishing after a decade of underperformance relative to its rival growth investing. The first signs of…

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