‘Brexometer’ stormy as global executives forecast fall in profits
Law firm Hogan Lovells found that two thirds of respondents in its ‘Brexometer’ survey believe Brexit will reduce their profitability over the next five years.
Analysis
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ANALYSIS: Fixed maturity funds – Has the opportunity passed?
2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk. But are such products still worth buying now, with credit spreads having sunk below their long-time average?
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How low can sterling go?
Sterling took another pounding on Tuesday morning after the UK Parliament approved the Article 50 bill – but with at least two years of negotiations ahead, could the currency fall even further?
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No basis for hawkish turn as ECB holds firm
A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017,albeit in a tempered fashion.
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ANALYSIS: ‘Defensive’ Aberdeen/SL deal fits in with asset manager M&A wave
After being forced to confirm discussions about a potential £11bn merger, does the consolidation of Standard Life and Aberdeen Asset Management prove a wave of M&A in fund management is underway?
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ANALYSIS: America first, European exporters last?
While President Donald Trump said very little on trade policy during his address to Congress on Tuesday, his ‘America First’ mantra rang clear. But where does that leave European exporters?
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Fund buyers regain appetite for European equities
European equities are once again investors’ favourite, as the eurozone economy is showing signs of acceleration. US equity sentiment, meanwhile, has taken a hit.
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ANALYSIS: Hawkish Yellen should continue on hiking path
Federal Reserve chair Janet Yellen offered the market a hawkish message on Tuesday as she indicated the US economy might be poised for a series of gradual interest rate increases, starting as early as next month.
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Better Finance group names and shames ‘closet trackers’
Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
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ANALYSIS: Court’s Brexit ruling means little to asset managers
Asset and wealth managers managers have greeted the Supreme Court ruling that triggering Article 50 requires a vote in parliament with a notable lack of enthusiasm.
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The populist uprising – what’s the impact on investors?
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
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Investors find their way back to European equities
As European equity indices finally showed signs of life in December, investors again started to commit money to the asset class. European equity funds saw their first net inflows in 11 months according to Morningstar data.