The expected July interest rate cut in the US is unlikely, according to Boston-based Ken Taubes, chief investment officer for Amundi.
Tag: US Interest Rate
Focus on US regional banks, says Manulife AM
Easing regulations for smaller lenders and M&A activities will drive US regional bank equities, argues Ryan Lentell, Boston-based portfolio manager at Manulife Asset Management.
Mercer: Geopolitical moves to impact markets for years
The world is entering new political-economic territory and the policies that come out of the US present the single biggest risk to investors for years to come, according to Garry Hawker, director of strategic research for growth markets at Mercer in Singapore.
Strong US job creation forcing Yellen’s hand
The United States’ non-farm payroll growth in July comfortably outstripped forecasts, according the Bureau of Labor Statistics.
Another look at the fragile five
Market volatility in the five vulnerable economies was muted during December, when US interest rates were raised.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
Pictet builds cash holdings
Pictet Asset Management is reducing equity exposure and raising cash holdings as the expected US rate hike approaches.
Is it time for an unconstrained strategy?
“There has been a big increase in demand for unconstrained investing strategies. A lot of investors are concerned about the sell-off in emerging markets in case the US Federal Reserve hikes rates,” Stitt said, in an interview with Fund Selector Asia. “They are still drawing parallels from the taper tantrum. A lot of clients are, therefore, […]
