When we look at what is worrying global investors, three factors account for the pervasive market skittishness we’ve seen in recent weeks: extrapolation of the soft patch in the US, fear over the impact of higher US rates and lingering skepticism over the global recovery. We also believe that many find the length of the […]
This year’s Commonfund Prize has been awarded researchers at the Saïd Business School, Oxford University and University of Connecticut School of Business for their paper questioning the ability to find outperformance through the recommendations of investment consultants. The paper – Picking Winners? Investment Consultants’ Recommendations of Fund Managers was co-authored by Tim Jenkinson, Howard Jones, […]
Legal & General Investment Management has predicted faster GDP growth next year than consensus figures currently suggest for China, the US, UK and the eurozone, according to the manager’s latest outlook for investors. Its GDP growth forecasts for BRICs and Japan come in below consensus, but overall it sees the world growing faster than others […]
Towers Watson, the investment consultant, has made Luba Nikulina its new global head of manager research following the appointment of Craig Baker to become global CIO. Nikulina has worked at Towers Watson for nine years in the UK and US, recently as global head of private markets research based in London. Baker, new CIO, said […]
Insurance companies are well placed to fill a $500bn annual gap between infrastructure investment needs and the lending available from traditional sources such as banks, according to research published by S&P RatingsDirect.
Optimism on equities may soon reach a peak, argues the Asset Allocation Consensus report for June, published by Netherlands-based Alpha Research.
Pictet Asset Management’s senior investment manager Prashant Kothari shares his findings from a two-week trip to India, where he visited factories, met senior company executives and spoke to policymakers and business leaders.
Gemma Game, manager of the AXA Framlington Health Fund, sees consolidation and innovation creating value in the global healthcare sector.
Ian Heslop, head of Global Equities at Old Mutual Global Investors, sees the potential for an oil price spike adding to uncertainty around the direction of prices on the US stock market.
T.Rowe Price has now launched the T.Rowe Price Sicav Frontier Markets Equity Fund which will invest across all frontier markets, including countries outside the MSCI Frontier Markets Index.
In May 2014, compared with April 2014, industrial producer prices1 fell by 0.1% in both the eurozone, according to estimates from Eurostat, the statistical office of the European Union.
It looks as though Draghi has done enough to keep deflation at bay and boost growth, says Kevin Lilley, manager of Old Mutual European (ex-UK) Equity Fund.