Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
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The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Russia is going through a period of structural change, providing opportunities for investors in non-energy related sectors. However, some of these opportunities seem so obvious they are chased by everyone.
As the eurozone has been flirting with deflation this year, appetite for inflation-linked bonds has been understandably lacklustre. However, as the oil price started a surprise ascent in April, interest in the asset class rose accordingly. With the oil price now below $50 again, investors are once again abandoning the asset class.
According to the firm’s Global Investment Trends survey which polled 20,706 retail investors across 28 countries in March, the average expected rate of return expected over the next 12 months is 12%. However, they believe to achieve these returns by investing almost half of their new investments in low-risk assets. European investors expect a slightly lower…
Macro issues took centre-stage at Expert Investor Sweden in Stockholm last Thursday. On the day the Swedish Riksbanken decided to imitate the ECB and launch its own QE, a surprisingly high share of delegates deemed it likely that Greece will leave the Eurozone.
Belgian fund selectors have become more cautious in their outlook for most asset classes. Macroeconomic optimism is also clearly on the wane.
The continued plummeting of the price of oil is dominating global markets as the final month of 2014 begins.
Fund managers attending last week’s Expert Investor Geneva conference keep faith in central banks stopping their bleeding after the recent market sell-off.
A cocktail of the rapidly diminishing daylight, a collective angst for looming deflation and the devastating economic consequences of the conflict with Russia have resulted in a pretty downbeat mood among Finnish fund selectors.
The centuries of conflict between Sweden and Russia still reflect in the Swedish fund selector mind set.