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Investment Commentary_
M&G Equities Market Perspective: latest
In this months update, Investment Director Ritu Vohora reviews the continued rally in global equities and discusses the European enigma of to buy or not to buy.
Rathbones weekly review: Normalisation
A 25-basis-point hike by the US Federal Reserve is almost a fait accompli now. After Fridays nonfarm payrolls figure delivered a healthy 235,000, investors are now discussing just how many interest rate increases we could see this year.
BlackRock: North American US elections sparks interest
As the 45th president of the United States settles into the role, BlackRock North American Income Trust co-manager Tony DeSpirito talks about the future for the North American markets in the wake of a new political and economic environment.
Aviva Investors: AIQ Issue 2: Spheres of influence
Will national self-interest in the US, China and Russia lead to the emergence of new spheres of influence? This second publication from Aviva Investors gives you insight to investment markets across the globe and the key themes influencing them. The cover story looks at whether national self interest in the US, China and Russia will lead to the emergence of new spheres of influence and the market.
Brooks Macdonald: European politics: could 'Nexit' follow Brexit?
Like the UK, the Netherlands is a relatively small nation that grew wealthy as a result of centuries of international business. Although the country has generally held a limited role on the global stage in recent times, it is set to dominate the financial press in the coming weeks as its 15 March general election approaches. This will be heavily watched for signs that populist politics is proliferating on the Continent, as a Netherlands secession, or Nexit, may push the European Union (EU) closer to a wider break up.
Brooks Macdonald: Weekly Market Commentary 06/03/17
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
BlackRock: In the eye of the beholder
While all eyes have been on Brexit, the countries of emerging Europe have been quietly going about their business. Chris Colunga, co-portfolio manager of BlackRock Emerging Europe plc, explains why his focus is firmly fixed on this under-appreciated region.
Schroders: Which sectors could benefit as inflation heats up?
Banks were the initial beneficiaries as inflation began to re-emerge, but James Sym, Fund Manager, looks at the other sectors that also offer attractive opportunities.
BlackRock: Never mind the ballots
Europes political future may be uncertain, but the continent remains home to some of the worlds strongest brands and fastest-growing companies[i]. BlackRocks portfolio manager Vincent Devlin, explains why Greater Europe still has much to offer.
Rathbones weekly review: Take a breath
Say what you want about overpriced bonds, for investors there is no comfort blanket quite like them.
M&G BVTV: And the Oscar goes to .Political risk
Weve talked before about how important political risk will be in 2017, as French markets have been the latest to discover. Tune in to this weeks edition, where Fund Manager Wolfgang Bauer joins me as we discuss: 1. Whats the impact of political uncertainty on French OATs? 2. Is political risk spilling over into the corporate arena: whats behind the decoupling of European and US credit risk? 3. Does the failed Kraft/Unilever deal offer investment opportunities?
M&G BVTV: Emerging Markets Special
Next Mondays BVTV will be an emerging markets special, featuring retail fixed interest deputy fund manager Charles de Quinsonas and his equity market counterpart Michael Bourke. They will discuss topics such as stabilising EM fundamentals, the impact of the ongoing global hunt for yield, and their thoughts on what Trump really means for the asset class, all against the backdrop of the very latest developments in emerging markets.
BlackRock: Confidence returns to commodities
Tom Holl, co-manager of BlackRocks Commodities Income Investment Trust, discusses the future for this diverse sector. His conclusion? Leaving aside the ever-present potential for political change, the indicators for a revival of fortunes for the commodities sector are all positive.
Brooks Macdonald: Weekly Market Commentary
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
M&G Global Dividend Fund Webcast with Stuart Rhodes
On 1st March at 10am, Stuart will provide a detailed update on the fund, starting with the drivers of performance in 2016.
Brooks MacDonald Low volatility: a sign of market complacency?
Despite the many market-moving events that have occurred in recent months, the VIX Index is currently near two-and-a-half year lows and not far away from its lowest level seen since the global financial crisis. However, we see scope for volatility to rise over the course of 2017.
BlackRock: Sentiment in the US is jubilant, economically if not politically
Confidence is high in the US, but that does not mean bond investors can be complacent. Scott Thiel, BlackRock's Deputy Chief Investment Officer of Fixed Income shares his views.
Aviva Investors: Learning to live with South Africas political strife
South Africas political turbulence will continue in 2017, with crucial economic reforms likely to remain on the backburner. Despite its obvious challenges, the country will remain on investors radar.
BlackRock: Global Weekly Commentary
U.S. corporate tax reforms could reinforce a reflationary environment already in place before last November.
Aviva Investors: Siena saga: the acid test for Europes bail-in regime?
With the state set to rescue Italian bank Monte dei Paschi, the bail-in regime for European banks has failed an early test, says Oliver Judd.
Aviva Investors: Power up: has the time come for renewables?
Europe has led the drive to generate electricity from renewable sources, a trend that is gathering pace around the world and will create a wide array of opportunities for investors.
Equities Market Perspective from M&G
In this months update, Investment Director Ritu Vohora reviews the buoyant start to the year global equities made as the rotation to more cyclical stocks continued. In our theme this month, Ritu looks at the sustainability of the equities rally.
BlackRock: 2 reasons the U.S. economy should fare better in 2017
Rick Rieder BlackRock's Chief Investment Officer of Global Fixed Income explains why there's a good chance U.S. growth will pick up from 2016.
Rathbones on the age of uncertainty: some investment insights
First the EU referendum, then the election of Donald Trump. In 2016, investors were surprised by events that pollsters and other experts said wouldnt happen, although on both occasions stock markets swiftly recovered before reaching new highs.
Fidelity: The outlook for bonds
Fidelity MoneyBuilder Income Fund co-manager Sajiv Vaid explains why a global backdrop of high debt, an ageing population and slow growth should keep bond yields low. Find out where he is currently finding value across the bond universe and what fixed income can add to client portfolios in this uncertain environment.
M&Gs Bond Vigilantes: President Trump will be good for the transmission mechanism of animal spirits
The world will soon turn to the inauguration of Donald Trump. For at least the next four years, global investment markets will be focusing on his Presidency. This is always the case when a new President takes over the reins of the most economically powerful country in the world, but why does it feel more important this time?
Fidelity: The world we live in
Bill McQuaker believes todays financial markets are characterised by an uneasy equilibrium, with little room for the faint-hearted.
Schroders: The top 30 global cities with the best economic potential
The new release of the Schroders Global Cities Index is now live, showcasing the top 30 most economically vibrant cities across the world.
Fidelity: New year, new FTSE highs
With the rally in UK equities continuing and the FTSE 100 making new record highs, what does this mean for value investors?
M&G: Myths about risk understanding investment risk
It is not surprising that many investors are cautious about taking on risk with their money. However, what if the biggest risk is misunderstanding risk itself? An overly cautious approach may make it difficult to achieve financial goals. In this note, the M&G Multi Asset team aims to dispel some of the myths about risk that may be preventing your clients from taking advantage of opportunities to put their cash to work for better outcomes.
Schroders: Our 2017 anti-forecast and the glaring problem with share tips
At this time of year, it is only natural for investors to try and make forecasts about what will happen over the next 12 months just as it is only natural for us, as contrarian investors who prefer an outlook that is five or even 10 times longer, to do the complete opposite. So here we go with our now traditional annual anti-forecast for the year ahead.
BlackRock: Energy set to confound sceptics and keep rising after OPEC deal
OPEC announced its first production cut in eight years and US oil production is unlikely to rise until after 2017. With the oil price set to keep rising along with cost reduction efforts, this should lead to improving returns for the energy sector.
M&G Bond Vigilantes: Emerging Market Debt
Despite a year of high political turmoil which of course included the UK EU referendum and the US elections
FinalytiQ: Nobody knows nothing
When the now famous RBS analyst cried sell everything in January 2016, it was apparent the intent was to grab attention. And grab attention it did. It was echoed by the financial press. Never mind that it was downright reckless for any investor to do so. As it turns out, 2016 was a good year for mainstream asset classes. It was difficult not to have made money, even if you tried. Even gilts posted double digit returns again. Gilts!!!
M&G Global Emerging Markets where is the opportunity following the recent Trump-induced sell off?
Join us on Thursday 8 December 2016 for a webcast briefing by Matthew Vaight, fund manager of the M&G Global Emerging Markets Fund.
Multi asset investments lead the way in October, FundsNetwork reveals
The Mixed Investment 40-85% Shares sector topped the sales chart in October, the latest FundsNetworkTM data has revealed.
Fidelity: Perspectives: Our views for 2017
Dominic Rossi and Charles McKenzie Ask our CIOs 2016 proved to be an eventful year for markets across the world, with politics and policy moves taking centre stage. In a live webcast, Dominic Rossi and Charles McKenzie will answer your questions and discuss some of the key themes that are set to drive markets in the year ahead.
BlackRock: What are the initial impacts on UK equities after the Autumn Statement?
David Goldman, co-fund manager of the BlackRock UK Income Fund highlights the immediate impact on markets and our outlook for UK equities.
BNY Mellon: Why not all inflation measures are created the same
Central banks have long adopted inflation targeting on the premise that low and stable inflation will promote long-term economic growth.
M&G: Two ways to play emerging markets
When investing in bonds from emerging markets, we believe that choosing the right mix between government and corporate issues in local and hard currency (that is, foreign currency such as US dollars), together with careful country and security selection, are key factors in seeking to maximise returns.