Flexibility is key to success in Trump era
In this short video, Old Mutual GI’s Justin Wells argues only flexible and dynamic managers will thrive in the Trump era.
Investment
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Asset managers turn bullish on European equities
Asset managers have upgraded their return expectations for European equities. They also believe the Trump rally in US equities has run its course.
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Trump plans are irrelevant to infrastructure investors
Big infrastructure spending announcements aren’t necessarily on the radar of infra fund managers, said Warryn Robertson, portfolio manager of the Lazard Global Listed Infrastructure Fund.
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Investors keep pouring money into US equity ETFs
Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.
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Stock market on “longest winning streak in decades”, tweets Trump. Is he right?
The S&P 500 reached another record high on Wednesday, prompting Donald Trump to tweet enthusiastically that the stock market was on its “longest winning streak in decades”. Is this correct, or are we dealing with just another alternative fact?
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Norway oil fund to increase equity weighting
Norway’s sovereign wealth fund should increase its allocation to equities to 70%, the Norwegian government has recommended to parliament.
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Largest Ucits ETF tops $20bn
The largest ETF available to European investors has passed the $20bn mark in assets under administration. It benefited from an increase in inflows following Donald Trump’s election to the US presidency.
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What’s the better bet: French or Italian government bonds?
The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?
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Spanish investors rediscover an old love
In late November, appetite for European equities among Spanish fund buyers had sunk to a record low while US equities were in vogue. A couple of months on, European equity sentiment has recovered remarkably strongly.
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ANALYSIS: Can anything put the brakes on the UK equities rally?
United Kingdom equities has been a remarkably resilient asset class as the winds of macroeconomic uncertainty have swirled around following the Brexit vote, but how long can this continue?
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BlueBay copies Norway oil fund ESG-policy for new high yield bond fund
BlueBay Asset Management has launched the Global High Yield ESG Bond Fund, incorporating the ESG policy used by Norway’s oil fund.
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ANALYSIS: The winners and losers of US financial deregulation
The dismantling of Dodd-Frank would give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.