Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016.
Tag: Equities
UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
Eurozone equities are the place to be, says Rothschild
Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
Markets could see $300bn from China’s pension funds
China’s pension funds can start investing in local markets in 2016, according to government officials.
Asian investors strengthen local equities bias
Asian investors clearly prefer domestic equities, where they expect up to a 26% yield, according to a survey report by Eastspring Investments.
Asia ex-Japan equity funds see $8.8bn in outflows
August saw the greatest monthly outflows from emerging markets of all times. Asia, the origin of last month’s global market correction, was particularly hard hit.
Morningstar reveals China onshore fund bets
The Stock Connect and Mutual Recognition of Funds initiatives have prompted the research firm to issue calls on China’s onshore funds through a China “best ideas” list.
An Indian summer in the global equities maelstrom – BlackRock
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
Stock pickers find China bargains in the mess
The ongoing volatility in Chinese shares, triggered by concern over the country’s growth prospects, has reduced valuations to a point that is creating opportunities for stock pickers, according to some fund managers.
