Hot Topics

No equity market 'bubble' today
Laurence Taylor The battle between the bulls and bears is heating up once again, with much of the basis for this ongoing conflict surrounding equity valuations and whether they offer any upside to investors, or merely just risk. Do we see a bubble in equityvaluations...
The rise of the reverse Yankee
Fraser Lundie Yankee bonds, issued in the US by a foreign government or company, have been a mainstay of the US fixed income market for decades. But in recent years, more US companies have been doing the reverse: issuing debt in Europe. As a result, the so-called...
US politics take us on a remarkable ride
Author: Sebastiaan Reinders, Lead Portfolio Manager US High Yield at NN Investment Partners Investors have been on a remarkable ride since Trump’s election in November last year. With equity markets up more than 10% and 10-year Treasury yields up more than 50...
GDP is dead. Long live ‘happiness’
IMD Professor Arturo Bris on the new objectives of economic policy Arturo Bris The modern concept of Gross Domestic Product (GDP) was developed by economist Simon Kuznets in 1934. Since then, and especially after the Bretton Woods Accords, GDP has been theaccepted...
Wells Fargo Asset Management launches USD Investment Grade Credit Fund
Wells Fargo Asset Management announces the launch of the USD Investment Grade Credit Fund, a new sub-fund of the Wells Fargo (Lux) Worldwide Fund. Since its launch on 15 December 2016 the Fund has raised close to $100mm of client assets. The new fund broadens the...
Eurozone offers solid dividend growth potential, NN IP says
Author: Bruno Springael, Senior Portfolio Manager, Global High Dividend at NN Investment Partners. Bruno Springael The Eurozone offers solid dividend growth potential of any developed region in the world, according to NN Investment Partners (NN IP). “While...
Emerging Markets Under President Trump: Mexico’s Economy And Its Perfect Storm In 2017
Rising Inflation, Falling Peso Dominate Outlook Lower growth and the potential of a renegotiation of the North American Free Trade Agreement (NAFTA) occurring this year, among other risk factors, are creating what some market analysts are now referring to as...
Bonds are different
by James Moore The logical argument for passive investing in financial markets is straightforward: In sum, the returns of all investors aggregates to the performance of the markets; throw in fees and the average net return above the market for active investors...
Emerging Markets Under President Trump: Part I
As US Administration Takes Shape, Emerging Markets Watch Jan Dehn, head of research at emerging market specialist investment management firm Ashmore, recently discussed US President Donald Trump’s attempt to make Mexico pay for a proposed wall along the US-Mexico...
European long/short : scenarios for 2017
Michael Browne & Steve Frost, Portfolio Managers, European Long/Short, at Martin Currie (a Legg Mason affiliate) Michael Browne Political shocks and economic uncertainty were the norm across global markets in 2016 and Europe was frequently centre stage....
All dividends are not equal in a rising rates environment
Author: Nicolas Simar, Head of Equity Value at NN Investment Partners Nicolas Simar Over the course of the year 2016, investors increased their risk appetite as global growth improved and oil prices made a sharp rebound. The last months of the year were characterized...
The industry's top tech trends
By Alex Kerry, head of Winterflood Business Services What can be disrupted will be disrupted. This is the universal law of innovation and it is a concept the financial services industry will have to embrace as technology rapidly transforms the saving and investing...
Evenlode's 2017 dividend prospects
By Hugh Yarrow, Evenlode The dividend outlook for the UK remains mixed. Dividend cover for the overall market has fallen over the last few years with corporate growth under pressure from a patchy economic backdrop. Debt levels have also been rising, as companies...
Value in Scandinavia
By Ugo Lancioni The New Year started positively – with US equity markets reaching all-time highs and relatively low levels of risk aversion, despite the high degree of political uncertainty. In the US, fundamentals are robust and improving. With the Fed expected...
Industrials to thrive under Trump
By Michael Russell The US market is set to finally shift from the 'new normal' of low interest rates, low inflation and limited growth that has dominated since the recession. With President Trump vowing to ramp up fiscal stimulus at a time when unemploymentis...