Brexit woes provide buying opportunity for UK equities
With investors cutting back on United Kingdom equities allocations amid fears about Brexit, an enticing contrarian opportunity is emerging.
Investment
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Falling profits weigh on Asian equities
Concerns over dilution to shareholder returns and falling profitability are the key challenges for equity markets throughout Asia, said Paul Danes, investment director and Asia CEO of Martin Currie.
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‘ESMA underestimates closet tracker problem’
The European Securities and Markets Authority’s (Esma) investigation into funds marketing themselves as active but in reality are passive, or ‘closet trackers’, underestimates the extent of the problem, according to UK investment boutique SCM Direct.
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Global high-yield defaults to rise further in 2016
The global high-yield default rate will rise to reach 5% in November this year, according to Moody’s Investors Service forecasts.
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Investors in Monaco take refuge in large caps
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
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The Brexit vote offers great opportunities to make money, says David Zahn
In this video interview, Franklin Templeton’s head of European fixed income David Zahn explains how he sees great opportunities to make money from the Brexit referendum and the ensuing volatility. He also outlines why he thinks the dollar will resume its upward path.
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How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
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The Great Rotation in reverse – fixed income ETF inflows reach record
European investors have been pouring unprecedented amounts of money into fixed income ETFs this year, while they are taking money out of equity ETFs, according to data from Blackrock.
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Fund costs give you the best clue for outperformance – Morningstar
The cheaper a fund is, the better the chance it outperforms its peer group, a study by Morningstar has shown.
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Fund manager warning – Don’t buy US equities
Nowhere in Europe are US equities as popular as in Germany. More than half of local fund buyers plan to increase their allocation in the next 12 months. But it would be a terrible idea to do so, fund managers speaking at Expert Investor Deutschland warned.
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Has the tide finally turned for inflation-linked bonds?
With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the mind of investors. However, as Brent crude is now back at $48, the only way for inflation is probably up. So should investors start thinking about protecting their portfolios against price rises?
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Flows flee European equity post ECB corporate QE – BAML
European equity funds reported $4.8bn (€4.2bn) in outflows last week, the largest in 80 weeks, Bank of America Merrill Lynch revealed on Friday.