Asia ex Japan index underperforms for three years
A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
Simon Gergel, manager of the Merchants investment trust, forecasts a much tighter oil market this year and beyond, with a return to higher prices at some point.
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
The FTSE ET 100 returned 5% versus the MSCI All Countries World index, which advanced 3.3%, in 2015 rounding off what was a successful year for environment markets.
If the recent sell-off can be attributed to any single factor, it has been events in China – and particularly its currency.
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
UK indices have been caught in the eye of the storm and are down more than 8% since the start of the year at the time of writing.
The resources sector presents a real conundrum for investors, especially those orientated towards income, says Miton's Eric Moore.
2015 biggest ever year for M&A
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.
Boost to yield and liquidity
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
So far in 2016, we have seen increased volatility and falling equity markets, but are investors ignoring the progress in the US as a result?
In Asia, there is a tradition of naming the year after one of the 12 animals of the Chinese zodiac – 2016 is the year of the monkey.
The eurozone has seen an internal shift in economic fortunes of late – the focus of investor concern no longer rests with the 'periphery' but with the 'core' instead.
Investors likely to rush for exit
Changing demographics in developed nations, a growing demand for both digital and physical infrastructure, and renewed interest in good corporate behaviour are set to rule 2016 and beyond.
Rapid and violent market swings feel uncomfortable to most, but as a long-term investor you have to learn how to stomach them and maybe even appreciate them – like some enjoy the scary rollercoaster rides in amusement parks, according to M&G's John...
January is famous for containing the most depressing day of the year. But the New Year malaise seems to have gone further this year, infecting equity markets and leaving investors nursing multiple headaches.
Dramatic falls in Chinese equity markets have caught the headlines again early in 2016, as the bubble in Chinese domestic equities continues to deflate.
Japan remains a cyclical market due to its large exposure to global manufacturing sectors relative to other major markets, as well as relative to its own economy.
The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.