Equity markets
Global
John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.
01 December 2016
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3 min read
Specialist
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
14 October 2016
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2 min read
Asia
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
14 October 2016
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2 min read
Equities
The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...
14 October 2016
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2 min read
Multi-asset
Investors' aversion to anything seen as 'risky' has driven down bond yields to levels which could actually suggest complacency with regards to the riskiness of many government bonds, writes Tony Finding, multi-asset manager at M&G Investments.
11 October 2016
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2 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
Equities
Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided
23 September 2016
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12 min read
Bonds
The global economic and investment backdrop was altered by the UK's decision to leave the European Union towards the end of June, writes Brooks Macdonald's Jonathan Webster-Smith.
09 September 2016
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2 min read
Equities
Investors still appear willing to take risk, but this remains a very unloved equity market rally - led by defensive sectors such as consumer staples and utilities, writes Erik Knutzen, chief investment officer—multi-asset class at Neuberger Berman.
04 August 2016
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3 min read
