Don’t buy America!
Investors who are buying into the Trump rally now are likely to be disappointed. Long-term return prospects for the asset class are severely impaired.
Investment
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PA ANALYSIS: Dangers lurk for investors as Trump takes office
With President Donald J. Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
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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.
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ANALYSIS: For markets pricing in perfection, Trump must deliver
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
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Is duration risk an issue for high-yield investors?
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?
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Luxembourg-domiciled “scam fund” suspends redemptions
The Columna Commodities Fund, which pretends to invest in “a range of commodity-linked assets”, has suspended redemptions. It claimed this was due to a failure to liquidate two of its investments.
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“Bond bull market has further to go”
Many European investors have been reducing the duration of their bond portfolios following the spike in bond yields at the end of 2016. But they have been calling the end of the 30-year bond bull market too quickly, believes David Zahn, head of European fixed income at Franklin Templeton Investments.
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Investor fatigue hits absolute return funds
Absolute return fund flows hit their lowest level in more than two years in November. Do the fading inflows suggest investors are losing patience with an asset class that is failing to deliver on its promises?
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Vector Navigator – Bart van de Ven’s favourite fund
Vector Navigator is the name of the global equity fund most close to Bart van de Ven’s heart. It’s a long-standing name in the client portfolios of the Belgian wealth manager Accuro.
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Value factor shines as past winners turn into losers
Value stocks were the stellar performers in all equity markets in 2016. The three factors that had shown most outperformance in recent years, however, disappointed investors last year.
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New president breathes life into Argentine economy
We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.
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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?