February 2017
Opinion Will 2017 herald a commodity bull market?
According to David Donora, Head of Commodities, Columbia Threadneedle, after commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching...
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February 2017
Opinion Riding a global earnings upswing
Upbeat global earnings are confirming that the benefits of reflation ? rising wages, growth and inflation ? are spreading beyond the U.S. We see room for more upside for corporate profits, especially in Europe and (...)
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February 2017
Opinion Opportunities in Mexico despite Trump
I recently met with a number of companies in Mexico. Obviously it is a very topical time to be in that part of the world, given everything President Trump has said and done to shift the tone of the US’s relationship with its southern neighbour. I came away from the trip (...)
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February 2017
Opinion So long, bond bull market
According to Jim Cielinski, Global Head of Fixed Income, Columbia Threadneedle, Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond (...)
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February 2017
Opinion Upgrading European equities; downgrading EM debt
We are upgrading our view of European equities to overweight from neutral. We see European stocks as big beneficiaries of the broadening global reflationary environment and believe investors are too skeptical of the region’s (...)
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February 2017
Opinion Protecting against Protectionism : Why is deglobalisation gaining momentum and what should investors do about it?
The headwinds to globalisation are more structural than cyclical, which means those in favour of open markets have a serious challenge to overcome.
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February 2017
Opinion Hour of truth comes for the flexible funds industry
According to Tarek Issaoui, Head of Cross Asset Flexible Solutions at THEAM, coming months and years will most probably see more differentiation between the performance of flexible funds. As diversification benefits become less important, drawdown management will develop (...)
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January 2017
Opinion Caution will be needed in emerging markets in 2017, waiting to find the right entry point
2016 has been a better year for emerging market returns after underperforming for many years. However it has been a volatile year and one has had to be an active manger, being selective, tactical and rotating between asset classes and currencies to maximize (...)
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January 2017
Opinion Tighter Labor Markets Inspire Further Reflation and Rate Normalization
At the end of 2016, the nonfarm payroll print came in at 156,000 jobs gained for the month of December, which was a bit under the consensus expectation of 180,000 jobs, but it still represents a solid number for a labor market that needs to be regarded as very close to, if (...)
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January 2017
Opinion Positioning portfolios for 2017
We see reflation ? rising nominal growth, wages and inflation – accelerating globally in 2017, led by the U.S. This theme is central to how we suggest positioning portfolios for the coming year, including our preference for value stocks over bond (...)
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January 2017
Opinion Generali Investments’ 2016 Year Review: European High Yield Bonds
For the European high yield bond market, 2016 was marked by three distinct phases and some defining moments. In contrast to normally favorable seasonal trends, the beginning of the year saw an abrupt sell-off which lasted for the first forty days on the back of a global (...)
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December 2016
Opinion 2017 outlook: China equities
Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)
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December 2016
Opinion Asian Dividend Income: cautiously optimistic in 2017
Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macro events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain (...)
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December 2016
Opinion It is a good time to invest in US equities
David Pyle, portfolio manager of the Robeco BP US Large Cap Equities Fund, believes that now is a good time to invest in US equities despite the record index levels.
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December 2016
Opinion Reasons to like emerging markets
Risks to EM equities and bonds have increased since the U.S. election, with the incoming Trump administration’s policies on trade uncertain. Yet a cyclical growth pick-up benefitting EMs outweighs these risks for now, we believe, and supports selectively investing in EM (...)
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