This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
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This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Invesco sees increasing popularity of fixed income and US equities ETFs.
Three common behavioural biases have the potential to derail portfolios amid a new, volatile market regime, according to Blackrock.
A majority of retail clients in the Lion City will change strategies within a week of a market downturn, according to a report published by St James’s Place.
Amundi’s absolute volatility equity funds were among the best performers in 2008, the year of the global financial crisis, but have done poorly since.
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
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.
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.
Over the last month, almost all China-dedicated equity funds have moved into the red, and there were plenty of brand names among the worst performers.
The prospect of a US rate hike and a stronger dollar could result in fund outflows from Asia in the near term, Young said, in an interview with Fund Selector Asia. “While higher US interest rates will likely damage short-term sentiment and money will flow out of Asian emerging markets, the long-term investment rationale remains intact.” […]
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