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Luke Newman 2017 outlook: Volatility and ‘normalisation’ creates opportunity

Published by : Henderson Global Investors

Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke

Published: 13 January 2017

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Iain Richards: Technology is bringing responsible investment into the mainstream

Published by : Columbia Threadneedle Investments

Intelligent use of technology is paving the way for mainstream application of Environmental, Social and Governance (or ESG) principles in asset management. The adoption of a systematic approach that exploits technology to create intuitive, evidence-based tools that can be integrated seamlessly into

Published: 22 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

US retail sales: online sellers poised to dominate

Published by : Columbia Threadneedle Investments

Whatever happens this holiday season, the main trends in the retail industry are likely to continue. The ‘Amazonification’ of retail is here to stay. The trick for brands and retailers alike is to ensure that they are able to adapt and move in line with consumers’ changing habits. It’s always a

Published: 22 December 2016

Business Area: Markets

Type: Portable Document Format (.pdf)

No let-up in the UK lettings market

Published by : Hermes Investment Management

As banks’ appetite for lending to households has begun to fall, volumes of transactions have also started to decline, and the ratio of sales to rental transactions is narrowing. However, lower economic growth following the referendum result will almost certainly lead to lower wage growth and

Published: 20 December 2016

Business Area: Real Estate

Type: Portable Document Format (.pdf)

Diane Sobin: US smaller companies to benefit from Trumponomics

Published by : Columbia Threadneedle Investments

Whatever views investors might hold about the US election, and its victor, there are now substantial grounds for optimism about the near-term prospects for the US economy. Diane analyses the implications of the election, identifying potential areas of interest for investors and why we see the US

Published: 20 December 2016

Business Area: Smaller Companies

Type: Portable Document Format (.pdf)

What the dawn of “Trumponomics” means for investors?

Published by : Hermes Investment Management

President-elect Donald Trump broke all the rules on his way to winning the White House. As the world considers the implications of an unorthodox Trump-led administration, Geir Lode, Head of Global Equities at Hermes Investment Management, examines how ‘Trumponomics’ could shape the global economy

Published: 02 December 2016

Business Area: Equities

Type: Portable Document Format (.pdf)

The Italian Referendum

Published by : Columbia Threadneedle Investments

This paper looks in detail, at why the Italian referendum is such an important step for reform.

Published: 01 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Looking into 2017 with Hermes Investment Management

Published by : Hermes Investment Management

A collection of 2017 outlooks from key figures at Hermes Investment Management across macro, equities, credit, private debt, multi asset, private markets, responsibility and stewardship.

Published: 28 November 2016

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Market Risk Insights: Q4 2016

Published by : Hermes Investment Management

In cinematic terms, the third quarter offered investors more tension-building moments than over-the-top action scenes. As our previous Market Risk Insights suggested was likely, the three-month period played out against a backdrop of apparent calm, disturbed only by brief spikes of volatility and

Published: 25 November 2016

Business Area: Consultants

Type: Portable Document Format (.pdf)

Infrastructure debt, BREXIT and the search for yield

Published by : Allianz Global Investors GmbH

Across the globe, political risk and uncertainty is on the rise, characterised in the UK by the recent and ongoing BREXIT debate, leaving investors facing uncertainty. Download this paper to find out more about the current investment forecast and the political issues that have impacted these

Published: 23 November 2016

Business Area: Market Valuation

Type: Portable Document Format (.pdf)

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