Investment Strategy
Investment | 24 Nov 16
Momentum’s Klempster on outcome-based asset allocation
James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts
Bond investors wary as Italy referendum risk looms
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
Macro Views | 23 Nov 16
ANALYSIS: Pragmatic Hammond and the art of the possible
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
Investment | 23 Nov 16
UK financial services to benefit from Middle East uncertainty
The UK is set to benefit from expats and investors in the Middle East moving their money out of the region amid rising concerns of Saudi Arabian political and economic instability and growing fundamentalism in surrounding states, says Nick Rucker, partner at law firm Irwin Mitchell Private Wealth.
Investment | 22 Nov 16
ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.