Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
Inflation fears grip bond managers
US Treasury yields have spiked this year as bond market participants prepare for the inflation that might accompany a consumer spending splurge.
Are European equities set to rise?
Sky-high tech stock valuations in the US are making investors nervous.
First State reduces India equity exposure
Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.
Don’t fear India’s Modi, says Pictet AM
The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.
Stewart Investors to change Asia fund managers
Stewart Investors has announced a shake-up of the management of its open-ended unit trust range, with Angus Tulloch and Jonathan Asante handing over managerial responsibility on a number of their funds on 1 July 2016.
High yields on commodity trusts tempt investors
There are signs that high yields are tempting investors back to commodities-focused investment trusts, but analysis group Stifel warned that current yields may not be sustainable.
EM fracturing opens door for active managers
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.
The move to value
The most recent Merrill Lynch Fund Managers survey found that there had been a significant swing from growth to value. In April, a net 40% of managers believed value stocks would outperform growth stocks over the next 12 months, three times the level in March.
loim launches new asian consumer fund
Lombard Odier Investment Managers has launched a new fund focused on the Asia consumer, adding to its emerging consumer franchise .
