Latest rebalance list unveiled
Yield and credit curves flat in several markets
Canaccord’s Thomas reveals his funds to ditch and what should replace them
Industry Voice: If 2017 saw one of the more benign market environments in decades, 2018 is already proving to have a bit more bite. This heralds the return of alternative or less directional trading, according to Steve Waddington, multi-asset manager...
Highlights of group's 2018 Analyst Survey
Chris Macdonald steps down from board
At T.Rowe Price, we believe the global economy looks set to carry much of its recent momentum into 2018, although growth is likely to be slower than what we saw in mid-2017. Trends such as healthier government finances among the more indebted euro-area...
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Growth of 1.8% over the year
Could 'fix a host of failings'
Investment Pulse: Is consolidation in the asset management industry more damaging than initially thought?
IW readers give their views
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...
MFS Investment Management's Pilar Gomez Bravo
M&G's Johan Du Preez
Pictet Asset Management's Tomás Pinto
Wells Fargo's Garth Nisbet
Three key areas of concern
Robin Geffen, CEO at Neptune Investment Management and lead manager on the £200m Neptune Income fund, has been steering the portfolio away from domestically-focused stocks, as he believes the UK economy is "weak and getting weaker".
Framework by New City Initiative
More risks in UK than Europe
Up by 2% over the whole year
- Growth Solidifies Even as Uncertainties Deepen
As global stockmarkets reach record highs, investors are left with a quandary as we tiptoe into 2017.