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Funds management
While global markets fell after Iran retaliated against the US, investors are urged to remain cautious as the situation escalates....
Funds management
Chinese and US tech firms are still a necessary part of the best performing global equity funds, although one fund sold off their Alphabet stock....
Funds management
Global fund managers are becoming more defensive in their asset allocation, according to Bank of America Merrill Lynch, as they adjust to the geopolitical environment. ...
Features
As central banks worldwide fight with low or even negative rates, advisers should look towards higher-quality investment grade bonds and emerging market debt to seek out ...
Funds management
Nearly half of investors do not expect the US/China trade war to be resolved, according to a global fund manager survey by Bank of America Merrill Lynch....
Expert Analysis
Lazard’s Ron Temple explores the various potential US/China trade war scenarios and what they would mean for investment outcomes. ...
Funds management
Global markets are entering a ‘late cycle’ phase, as demonstrated by interest rate cuts, according to RARE Infrastructure....
Financial planning
The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...
Financial planning
Insight, part of BNY Mellon, believes there is only a ‘low probability’ of the US/China trade war being resolved soon as it identifies six areas which could be drawn into...
Expert Analysis
With President Trump threatened with impeachment and Boris Johnson handling Brexit in the UK, AMP Capital’s Diana Mousina examines how these political developments impact...
Features
The US/China trade war may be dragging on, writes Laura Dew, but are we really facing the threat of a global currency war and will either side be a winner at the end?...
Funds management
The US has few options available to it if it tries to get into a currency war with China, according to analysis from State Street Global Advisers....
Funds management
The trade tensions between the US and China are expected to continue to shake up markets, according to RARE Infrastructure....
Features
Laura Dew writes that the Global sector offers investors exposure to a wide-ranging set of worldwide themes that would be ‘impossible’ for them to access otherwise....
Funds management
Hexavest is standing by its conviction of being underweight US technology stocks, in the belief the companies are failing to live up to expectations....
MARKET INSIGHTS
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...