Investment Strategy
HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016, according to Benjamin Pedley, head of investment strategy in Asia at HSBC Private Bank.
Brooks Macdonald: US rate cycle the biggest risk out there
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
Is China’s ‘new economy’ a light in the dark?
Asset management firms that have bet on China’s consumer and services industry seem to be on the right track as the central government guides an economic transition.
Five key equity themes for 2016 – SocGen
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
ANALYSIS: US equity tea leaves do not make for easy reading
Like any good rollercoaster, global equity markets had, by the end of the year, returned pretty much to where they started, while at the same time leaving investors somewhat shaken and a little nauseous for all the ups and downs along the way.