Investors will have to be much more nimble with decisions due to political risks ahead, but Brexit hasn’t clouded the outlook, said Daniel Murray, chief economist and head of research of EFGAM’s wealth management business.
Tag: Brexit
StanChart sees EM currency slide coming
Standard Chartered Bank has revised its forecast for the renminbi following Brexit, and now expects the currency to devalue further this year.
Despite macro events, China funds buoyant
The MSCI rejection of A-share inclusion, as well as Brexit, has had little impact on China-focused equity funds in the short-term, according to FE data.
SSGA: Gold ETFs to remain strong in H2
Net fund flows into global gold ETFs in the first half this year have already surpassed the same period of 2009 during the financial crisis, as Brexit has created more uncertainties in the global economic outlook.
Asian fixed income stable in global context
The asset class has some insulation from global shocks due to the structure of the region’s two largest economies, said Eastspring Investments CIO of Asian fixed income Boon Peng Ooi.
Fund managers warn on European bank stress
The banking sector’s worrisome low valuations have the potential to spark a financial crisis, fund managers said.
Deutsche Bank WM repositions post-Brexit
Despite Brexit, the global head of discretionary portfolio management still sees upside potential for equities in the UK and Europe.
JPM sees modest Brexit impact on EMs
The macro drivers for EM equities are largely unaffected and the firm maintains its overweight.
Pressure builds on RMB after Brexit
China’s yuan as well as regional currencies are likely to see selling pressure, according to analysts who opined on the outcome of today’s vote.
HEAD-TO-HEAD: Fidelity vs JPMorgan
Fund Selector Asia compares two European equity funds – the Fidelity European Larger Companies Fund and the JPM Europe Dynamic Fund.
