Credit Suisse to transfer fund and manager to Lombard Odier
French-based Lombard Odier is to take over a Credit Suisse luxury product fund as part of a plan to expand into the sector.
Investment
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JP Morgan: For dividends in Europe, seek cyclical stocks
Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
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Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
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Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
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Eurozone slowdown: a mid-cycle slump?
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
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Nordic selectors warm to developed market govt bonds
Sentiment towards developed market government bonds moves to ‘neutral’ in Nordic region, but remains ‘negative’ for pan European selectors.
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Nordic confidence on Japan wavers as yen falls
Japanese equity funds have lost their appeal to Nordic fund selectors because of concerns about the depreciating yen.
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End of QE requires radical rethink
The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.
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‘Double whammy’ could retool Swedish industrials
A looming election and ultra-loose monetary policy have fuelled uncertainty in Sweden. The opportunities, therefore, may rest with world trade and a fall in the value of the krona.
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Survey: 75% investors expect improvement to EMD fundamentals
Majority of institutional investors expect allocations to emerging market debt to increase over the next year despite concerns that rising interest rates could encourage outflows, according to poll.
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Ex-Franklin pair join Mobius EM-ESG launch
Mark Mobius has formally confirmed former Franklin Templeton colleagues Carlos Hardenberg and Greg Konieczny as founding partners in his eponymous boutique firm, as details of the planned emerging and frontier markets fund are revealed.
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Capital market risks loom if passives dominate
The rapid growth in passive investing is likely to cause more sudden and sharp movements in equity markets but could also give active fund manager a bigger role in influencing stock moves, according to three top industry executives.