With November’s planned production cut by the Organisation of Petroleum Exporting Countries (OPEC), global investors have sold down leveraged oil and moved to short the commodity.
Category: Asset Class in Focus
Reits appeal as an income product to fade
Real estate investment trusts may see total returns come off recent highs by the end of calendar year 2016, as energy infrastructure and dividend-paying stocks take the lead among equity assets that provide regular income, said Mark McAllister, senior portfolio manager at Clearbridge Investments, a Legg Mason affiliate.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A New Approach to Multi-Asset Investing
In today’s low yield environment, traditional approaches to asset allocation may fail to provide adequate returns and may not protect investor portfolios in critical phases. The need to build more genuinely diversified portfolios is essential to enhance returns and protect against excessive drawdowns. In essence, a new approach to multi-asset investing is needed.
Offshore Reits surge
Cheap financing and rate compression have boosted Singapore Reits with emerging market assets.
Juice still left in emerging market bond rally
But the surge in emerging market bond prices this year is forcing investors to be more discriminating.
The Asia component is what’s attractive about EM, says 7IM
The US dollar and oil prices make emerging Asia the preferred investment region, according to senior portfolio manager Peter Sleep at wealth manager Seven Investment Management.
Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
First mover in CIBM targets China state bonds
The enormous domestic bond market is “more liquid than people might expect”, said Robert Simpson, portfolio manager at Insight Investment, which is about to become one of the first foreign firms to invest through the newly-opened bond channel.
Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
