UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
SLI adjusts fund to VW impact
Volkswagen’s emissions scandal has implications for European automotive sector equities, said Andrew Millington, Standard Life Investment’s investment director of European equities.
Financial sector shuffling eases volatility
Guy de Blonay, who manages a financial equities fund for Jupiter AM, reveals two strategic allocation decisions that have helped performance through a year of volatility.
RMB inclusion gets support from IMF head, US
China’s bid to have the renminbi included in the IMF’s Special Drawing Rights basket now has support from the head of the IMF and the US Treasury Secretary.
Emerging Markets | 13 Nov 15
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.