By BNY Mellon IM EMEA
By Geoff Spiteri, BNY Mellon Investment Management
Why has performance suffered this year?
Rate uncertainty weighs on markets
IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.
With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.
US manager with $947bn AUM
There has been an increase in growth rate volatility, uncertainty of currency direction, and lack of clarity on interest rates this year, writes Douglas Burtnick, Aberdeen's deputy head of North American equities.
'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?
Strategy for downside protection
US Congress needs to agree a new debt ceiling limit this month if the economy is to avoid a significant growth hit, according to Architas CIO Caspar Rock.
Carlos Daurignac, a global macro strategist at H20 Asset Management, gives his outlook for the fixed income market for the rest of 2015 and beyond.
Delegates at Investment Week's recent Bond Briefing gave their views on duration positioning, convertibles and the insurance sector.
Townsend Lansing, head of short/leveraged and FX platforms at ETF Securities, explains how currency hedging in the ETP space can be used to exploit market dislocations
Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.
December rate hike still on the cards
Dependent on employment and inflation
Teams up with Adams Funds
US stocks had a disappointing first three quarters of the year and volatility jumped as Federal Reserve uncertainty and Chinese growth concerns rattled investors.
New fund launches to come
Active categories include healthcare and EM debt
Richard Jeffrey, chief investment officer at Cazenove Capital, argues that UK and US policymakers should have tightened monetary policies sooner rather than later.
Political risks in China
With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out