Opinion
Opinion,
April 2016
Oil : turning point is at hand
Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.
Opinion,
April 2016
Bank of Japan: the impossible task
The governor of the Bank of Japan (BoJ), Haruhiko Kuroda, was given a clear mandate by the Prime Minister in 2013, to end the deflationary pressure which had been weighing on the country since 1998. In order to do so, the governor implemented an ultra-aggressive monetary (...)
Opinion,
April 2016
EM equities: positioning and opportunities
?Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.
Opinion,
April 2016
Solid rebound potential for Small caps
With the market already down more than 20% (the Russell 2000 lost -25.7% from its high on June 23 2015 to February 11 2016), research by Royce reveals that in eight of the nine previous bear markets within the Russell 2000, the market was up on average 17.3% over the (...)
Strategy,
April 2016
In a volatile central bank driven environment, dividends are the more stable factor to offer guidance
According to Patrick Moonen, Principal Strategist Multi Asset at NN IP, there looks to be a trade-off between the yield and the safety of it. For example, the global energy sector has a trailing dividend yield above 4% but the safety of this dividend is (...)
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Equities head for choppy ride as higher yield market takes hold