Investment Strategy
Political risk is European equities’ biggest threat – CBRE
The number one macroeconomic threat to European financial markets is political risk, according to Sabina Kalyan, global chief economist and head of EMEA strategy and research at CBRE.
Fixed Income | 9 Sep 16
Allianz GI’s Dwane issues warning on danger of ‘unchartered territory’
Growth and inflation are going to remain subdued, so central banks will keep rates very low, which has serious implications, according to Neil Dwane, global strategist at Allianz Global Investors.
Emerging Markets | 2 Sep 16
Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
ESMA sees risks building up for EU securities markets
The European Securities and Markets Authority (ESMA) considers market and credit risk in Europe’s equity and bond markets to be ‘very high’, it said in its latest risk outlook. It noted Brexit may increase risks further along the line.
Henderson sees strong dividend growth in Korea
South Korea is one of the most attractive regions in Asia in terms of dividend growth potential, said Henderson Asian Dividend Income Fund co-manager Sat Duhra.