Investors should continue to worry about inflationary pressures next year, said Schroders
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Investors should continue to worry about inflationary pressures next year, said Schroders
The energy sector will remain robust in the short-term, fuelled by global demand, according to fixed income experts.
Economic recovery has boosted the performance of conventional energy products since the beginning of the year, according to Morningstar data.
Over the last ten years, new technology funds surged ahead while “old economy” energy and mining funds struggled to stay even.
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
Amid weak growth and currency instability, ASEAN’s potential still remains strong with the region set for a likely recovery by the end of 2015, according to Baring Asset Management.
Central banks in the US, Europe, Japan and China believe they can address slowing growth with forceful monetary policy action, but that keeps inefficient businesses alive, according to Robert McConnaughey, director of global research at Columbia Threadneedle Investments.
VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
Oil prices have not found a floor, but Baring Asset Management believes the market reaction to the collapse is “disproportionate” to realities in the energy sector and will maintain its exposure.
The energy sector presents a buying opportunity as geopolitical risks remain high while energy stock valuations are relatively low, according to Pictet Asset Management.
Part of the Mark Allen Group.