Why is it important if central banks are running out of ammo to spark growth and fight deflation? asks Colin Moore, global chief investment officer for Columbia Threadneedle.
Category: Industry views
EM worry clouds 2016: Principal Global
A “third wave” in the global financial crisis could come from emerging markets, said Bob Baur, chief global economist for Principal Global Investors.
A strong bet on Vietnam’s quiet progress
Vietnam’s market hit bottom in 2012, argues David Roes, and since then his hedge fund has shifted from wider Asean market exposure to a 90% allocation to Vietnam.
LGT: Don’t believe the doomsayers, low oil is a plus
Energy stocks may start to look interesting this year, says LGT Bank’s chief investment strategist Stephen Corry, who has some positive views on 2016.
China concerns overblown: Matthews Asia
As Matthews Asia launches an Asia ex-Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over China.
Is China’s ‘new economy’ a light in the dark?
Asset management firms that have bet on China’s consumer and services industry seem to be on the right track as the central government guides an economic transition.
Oil field services struggle in oil glut
2016 looks set usher in tougher times for oil field services companies, industry sources say.
Market ups and downs weigh on balance sheets
Market volatility has emerged as the key risk for institutional investors, said Fabrice Chemouny, executive VP and global head of institutional sales at Natixis GAM.
Chinese wealth manager Jupai in ambitious expansion
After listing on the NYSE last year, Jupai Holdings has plans to open a Hong Kong office and add centres on the mainland.
Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
