Japanese equities – the new safe haven
Amid the unprecedented political upheaval in the US and Europe, Japan looks like a haven of stability. Could Japanese equities profit from this newly acquired status?
Investment
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European government bond prices on decline despite scarcity claims
Suspicions have been raised about European bond scarcity, but rising yields and declining prices point to further volatility, said Julius Baer head of fixed income, Markus Allenspach.
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European equity appeal fades
European equities had been the fund selector favourite for years, but appetite is on a downward trend. Emerging market equities have now been more popular for three quarters in a row, and US equities are quickly catching up.
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Investors dump bonds as reflation trade takes hold
European investors sold off all types of bonds and bought US equities in November as bond yields and inflation expectations surged. Has the great rotation now finally started?
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The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
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Private investors increase allocation to private equity
Family offices and HNWIs are increasingly investing in private equity, according to Preqin.
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US equities ‘great again’ for Europe’s fund buyers
US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.
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Which asset classes lost you most money in 2016?
Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.
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Fund managers hug benchmarks when volatility rises
According to new research, active fund managers are doing their clients a disservice by hugging their benchmarks exactly at the wrong time: when volatility is at its highest.
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ANALYSIS: Stick everything in US assets and relax?
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
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Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
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Expensive US or cheap European stocks? Not an easy choice
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.