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Investec Wealth & Investment: Edging Towards The Door
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
M&G: Equities Perspective: Not just a stocking filler: 2017 a year of resilience
In this months update Ritu Vohora, Investment Director at M&G, talks about continued global equities rally on the back of positive macro data. She also takes a look back at 2017.
T. Rowe Price: Europe: Identifying the best Companies at a reasonable price
T. Rowe Prices Dean Tenerelli explains his disciplined approach to investing in European companies, outlining the key factors that enable him to identify a good business and to understand whether it will continue to be a good business in the future.
Investec Wealth & Investment: Weekly Digest: Updating Brexit and Bitcoin
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
BNY Mellon: Is emerging markets fate sealed?
The Kuznets Curve, names after economist Simon Kuznets, illustrates how, as countries develop and the income of their population grows, their consumption patterns and needs evolve. As they industrialise, countries progress up the curve. Initially, inequality rises before declining as income per capita increases and a middle class emerges along with a consumer/services-led economy. Ultimately, consumer goods, lifestyle products and environmental products become more important.
M&G: BVTV: World Cup 2018 the DM v EM showdown
Following on from last Fridays suspenseful draw for next summers World Cup in Russia, Wolfgang, fund manager, is in the studio this week to discuss some of the pressing macro issues facing this eclectic mix of DM and EM countries, and consider what lies ahead in 2018.
T. Rowe Price: Investors Return to Europe as Forgotten Continent Shines
Investors understandably gave European equities a wide berth at the start of the year amid a torrent of political risks. As populist tensions subside, the outlook for equities in Europe has brightened, bringing investors back with it.
Rathbones: Review of the week
Writing legislation is hard. Its not enough to just sum up the spirit of what youre trying to achieve, you have to ensure that it covers all eventualities, is fair and works the way you intend. And drafting tax law is the hardest of all.
T. Rowe Price: The Great Rotation: What to Make of the Move into European Equities
Europe has overcome a number of financial and political shocks, from the Greek debt crisis to a series of high profile elections. As these challenges have subsided and valuations look attractive, investors are rotating across the Atlantic and back into Europe a move that could continue to play out over the next few quarters.
M&G: UK equities the silver lining to the Brexit cloud
The stockmarket in the UK hit a new all-time high in early November, but it would be hard to describe the recent UK financial and business press headlines in recent months as unambiguously good news. Whats going on?
Legg Mason: Beware the Voiceless Shareholder
Few corporate governance watchers could have missed the crescendo building around multiple share class structures, carrying different or no voting rights. Such structures are akin to placing blind faith in company founders and managements to always act wisely and in the long-term interests of shareholders. We know history is littered with examples to the contrary.
Schroders: The Value Perspective blog
Two big risks of making investment forecasts If your forecasts about an unforecastable future turn out to be wrong, not only do you risk looking silly, there is also the danger you had decided to invest money on the basis of what you thought would happen.
Investec Wealth & Investment: Old Misery Guts: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
M&G: En route to Kilkenomics
Whilst in Ireland for the annual Kilkenomics festival, Jim Leaviss, Eric Lonergan & Tristan Hanson from M&Gs multi-asset fund management share their thoughts on, amongst other things, why economies are still struggling to generate inflation, inequality and the rise of nationalism, global debt levels and implications of all of these for markets.
T. Rowe Price: 5 Reasons to Choose an Absolute Return Orientated Bond Fund
Low bond yields make it hard for investors to get proper compensation for the risks theyre taking. This means they need to cast their nets as wide as possible and absolute-return type strategies can help them do it.
Legg Mason: ESG in EM: Lost in translation?
Given the higher levels of risk and return associated with investing in emerging markets, governance and sustainability analysis is critical. Investors are generally not able to rely on the same level of regulatory or legal protection as in developed markets. However, when it comes to analyzing environmental, social and governance (ESG) factors in emerging markets, developed-world methods often dont translate.
Investec Wealth & Investment: A Rose by Any Other Name... Weekly Digest 20 November 2017
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
M&G Investments: US yield curve flattening: nothing to see here
Guest contributor Tristan Hanson (Fund Manager, M&G Multi-Asset Team) The following blog was first posted on M&Gs Multi-Asset Team Blog, www.episodeblog.com. M&Gs Equities Team also regularly post their views at www.equitiesforum.com. The flattening of the US yield curve has inspired much commentary and hand-wringing in certain quarters lately. The concern is overdone. Looking back at perio...
Legg Mason: EM and the Quantum Leap of Technology
Given the higher levels of risk and return associated with investing in emerging markets, governance and sustainability analysis is critical. Investors are generally not able to rely on the same level of regulatory or legal protection as in developed markets. However, when it comes to analyzing environmental, social and governance (ESG) factors in emerging markets, developed-world methods often dont translate.
M&G: BVTV: Middle Eastern tensions and rising oil
With the political risk spotlight swinging towards the Middle East and the price of oil nudging upwards, how does this combination impact the outlook for the emerging markets and what should investors be looking out for? Watch this weeks BVTV for our latest thinking.
Invesco Perpetual: Read Mark Barnetts thoughts on interest rates
The first increase in the bank Rate for 10 years has now occurred, reversing the 25bp reduction in August 2016 immediately following the Brexit referendum.
M&G: Equities Perspective: How far can the pendulum swing towards active?
In this months update Ritu Vohora, Investment Director, asks whether the environment is now more favourable for active stockpicking.
M&G: Equities Perspective: How far can the pendulum swing towards active?
In this months update Ritu Vohora, Investment Director, asks whether the environment is now more favourable for active stockpicking.
Investec Wealth & Investment: Ten Years On; One Year On
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
M&Gs Joffys Journal: Technology
In this third in a series of videos looking at how investor behaviour has changed over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks, looks at how asset managers have responded to advances in technology, with a particular focus on robo-advice. Watch the video here.
BNY Mellon: Can emerging markets ever deliver stable and sustainable growth?
Emerging market leaders from across BNY Mellon discuss the rising appeal and development of emerging markets.
Legg Mason: International Stocks: Tailwinds Picking Up
After a decade out of favor, international value stocks are overdue for a comeback, notes ClearBridge PM Safa Muhtaseb, thanks in part to better prospects for cyclical sectors in Europe.
Investec Wealth & Investment: Super Mario Strikes Again, Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
M&G: Bond Vigilantes: Are markets ignoring the news? The Catalan crisis as a case study
The news which feels more important is that which grabs the headlines, so are markets ignoring news flow today in the hunt for short term gains?
T. Rowe Price: Global Tech Investing: Sorting Through the Noise
Technology is a unique sector, with some of the most disruptive and highly coveted companies in the world. But tech requires deep understanding of an ever changing landscape. The winning investors are those who can sort through the noise.
BNY Mellon: Have you missed the emerging markets surge (again)?
Emerging market leaders from BNY Mellon boutiques Insight and Newton address the strong performance in EM equities and bonds so far this year and ask whether it can continue.
BNY Mellon: Strength in efficiency
India is providing some valuable lessons for developed markets in its ability to tackle problems in its healthcare system
Income Matters Now
Time to switch gears after a decade of easy money? Tips on where and how to get income in both fixed income and equities.
BlackRocks Global Investment Outlook for Q4
BlackRock has released their Global Investment Outlook giving their views for the fourth quarter.
Rathbones weekly review: Maoist Minsky
There is Hong Kong and there is the Mainland. There is the China that sees itself as preeminent and the China that opponents see as troublesome. There is the China that outsiders think they know. And hidden behind deafening state control, propaganda and an ancient culture, there is the real China.
BNY Mellon: Investing in emerging markets when interest rates rise
Emerging markets have seen a pickup in flows so far this year, yet a common concern remains can they avoid taper tantrum 2.0?
Understanding Infrastructure
Matt Bushby, Global Head of Distribution, explains their specialist view on infrastructure, the key infrastructure characteristics RARE looks for, and why its too limiting to view the infrastructure opportunity simply as a Trump trade.
BNY Mellon: China in three charts
Whats next for China and should it still form part of your portfolio? These charts tell all... By Douglas Reed, economist Emerging and Asian Equities team at Newton1
Legg Mason: The Power of Choice: Why Active Makes a Difference
Choice is at the heart of investing; one cant own everything. But should investment choices be based on an index? Or should they be made selectively, based the research and expertise of an active manager?
BVTV: What markets make of Europes latest political developments
After a couple of months in which central bank policy moves rather than politics have dominated, investors attention has recently been pulled back to the political arena.