Steven O'Hanlon, head of Fixed Income at ACPI Investment Managers comments on what the Indian election result means for investors as BJP win's a landslide victory.
US energy, Latin America and performance statistics are among the topics commented on by fund and asset selectors in this latest round-up of views.
With oil prices seemingly on the rise towards a record $150 per barrel mark, driven by geopolitical as well as supply-side problems, the issue of the US dependency on oil and foreign supply is again moving to the fore.
Numerous emerging markets limit foreign involvement in their capital markets, which a number of fund managers say can bring benefits to investors.
Europe’s fund buyers are remaining in generally conservative positions, stances some took months ago, despite fund managers repeatedly point to major asset classes trading at multi-decade cheap valuations.