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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 (...)

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 (...)

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 (...)

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 (...)

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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