Published by : Columbia Threadneedle Investments
In this month's Asset Allocation Monthly, Toby Nangle, Global Co-Head of Asset Allocation and Maya Bhandari, Multi Asset Portfolio Manager, explain why they are have moved to be more positive on Equities in general and give their recent thoughts on China.
Published:06 June 2017
Business Area: Asset Allocation
Type: Portable Document Format (.pdf)
Sign in to download
Register with Financial Library for access to market intelligence, data and reports from leading experts.Sign up here
More from Asset Allocation
Published by : Research Affiliates
This paper looks at how the policy-driven and highly correlated equity markets, so unkind to excess return seekers, will break rank—perhaps very soon. The day of reckoning will likely come for Greece sometime in the first half of 2012.
Published by : Kames Capital
The corporate bonds sector has been the best-selling asset class in the UK for 7 of the past 8 months*. Its popularity has come at a time when investors are looking for higher yields in an environment of historically low interest rates, muted economic growth and global equity market volatility. But
Published by : Morningstar
The latest Morningstar European asset flow data shows that investors shifted towards safer assets in May. With the eurozone crisis roiling markets, long-term funds in Morningstar’s European database saw net outflows of nearly €9 billion during the month. Download this report for further analysis.
Published by : Sarasin & Partners
While the two big populist votes of 2016 have had minimal immediate consequences on equity markets, is this likely to continue? In this article, CIO Guy Monson discusses the fragmenting of the global economy, today’s benign equity volatility, and the three key challenges that concern us for 2017.
Published by : Hermes Investment Management
In this issue of Gemologist, Gary Greenberg, Head of Hermes Emerging Markets, assesses several developments – all of which shake the frameworks through which we are used to viewing economies and policies – that will influence emerging markets in the next year.