Gold outperformed most other assets as global equity markets took a beating at the start of 2016, according to State Street Global Advisors.
Category: Asset Class in Focus
BOS warns on China credit bubble risk
Bank of Singapore joins the chorus of analysts warning that China’s private sector credit-to-GDP ratio is now over 200%.
European banks remain under pressure
Concerns over European banks facing systemic risks are overblown, but challenges such as negative rates are pressuring margins, according to Edmond de Rothschild Asset Management.
Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
Schroders joins voices warning on China’s currency
The firm said it is “increasingly clear” it is likely the RMB will fall, bad debts will rise and A-shares markets will drop.
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
Deutsche AM: Low oil a plus for developed economies
Despite erratic moves in oil prices, cheap oil will have a positive impact on key world economies and markets, said CIO Stefan Kreuzkamp.
A contrarian view on soft commodities
The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
Investing in a volatile world
An eventful few months in equity markets globally has thrown up some interesting opportunities for long-term investors in European equities.
Video interview: SLI’s Milligan on risk in 2016
Standard Life Investments’ head of global strategy, Andrew Milligan, answers three questions put to him by FSA.
