Asset Allocation
Fund managers pick China asset classes for 2017
Blue chip stocks in Hong Kong look attractive as the MSCI moves toward a decision on including China in its emerging market indices later this year, according to fund managers.
Alternatives | 23 Dec 16
Performance of private equity funds attracts new fans
Family offices and high net worth individuals are stepping up investments in private equity products, according to alternative assets data provider Preqin.
Macro Views | 13 Dec 16
ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
European investors lukewarm about US equities – but Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
Alternatives | 5 Oct 16
Investment ideas not asset allocation key to finding opportunities
The current low growth, low inflation economic environment is likely to persist for a number of years and is what investors must bear in mind when choosing where to put their money, says Invesco Perpetual’s Georgina Taylor.