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The Investment Year: 2018 Outlook from Old Mutual Global Investors

Published by : Old Mutual Global Investors

To reflect and look forward to the year ahead, a selection of Old Mutual Global Investor’s leading fund managers share their latest thoughts and musings in our annual complication of articles, covering topics that dominate the market and geopolitical environment.

Published: 13 December 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Latest from Lyxor: Markets in feverish, but resilient, mood

Published by : Lyxor

The markets were in a feverish, but largely resilient, mood last week, with several rotations unfolding at the same time. Investors now seem to be pricing in Chinese economic growth falling to 6.2%, and this took a toll on emerging markets and metals. Meanwhile, the next stage of Fed normalisation

Published: 11 December 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

US stocks are not expensive – here’s why

Published by : Hermes Investment Management

The dizzying ascent of US stocks has dominated news flow this year. The four main US stock barometers have touched a series of record highs, and concerns among investors about ostensibly lofty valuations have prompted many to offload US equities. In doing so, they have risked a significant

Published: 06 December 2017

Business Area: US

Type: Portable Document Format (.pdf)

Back in black: The energy sector’s cash-flow focus is good for credit

Published by : Hermes Investment Management

As energy companies focus more on balance-sheet strength and less on maximising growth, the sector is likely to become more attractive to credit investors.

Published: 29 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Latest from Lyxor: Eurozone recovery shows no sign of slowing down

Published by : Lyxor

Eurozone markets seem to have recovered from their short-lived sell-off, but investors may now look to lock in gains rather than take on more risk – especially with the Catalan elections looming.We’re less positive on sectors like construction and consumer discretionary as a result.

Published: 28 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Newton: Meet the Manager

Published by : BNY Mellon

The emerging markets and Asian equity team at BNY Mellon boutique, Newton, consists of seven investment professionals and is led by Rob Marshall-Lee. He has run the Global Emerging Markets strategy since its inception in May 2011 and leads the team-based approach of the Asian Income strategy.

Published: 22 November 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Hermes: Opportunity knocks thanks to need to tackle climate change

Published by : Hermes Investment Management

Hermes Investment Management, the £30.8 billion manager1, has published the white paper, The low carbon opportunity - and the risks of missing out, which looks at how since the Paris Accord on climate change, it has become clear that the agreement has created numerous investment opportunities.

Published: 22 November 2017

Business Area: Risk

Type: Portable Document Format (.pdf)

European Earnings Are Growing - Four Things You Should Know

Published by : T. Rowe Price

With the last European company earnings announcements now in, the second quarter corporate earnings season confirmed an optimistic outlook for European earnings growth.

Published: 17 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Playing the Recovery- Why Europe is delivering on its potential

Published by : T. Rowe Price

As the European economy continues to recover, investors have been buoyed by sustained earnings growth and a perceived reduction in political risk. We believe this should help counter any tightening of monetary policy, which will probably be modest, and the impact of a stronger euro.

Published: 17 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

US Equities: Growth or value- why not both?

Published by : T. Rowe Price

Investors often emphasise one of two investment styles within their portfolio: growth stocks or value stocks. Each approach has its merits. However, history shows that predicting long-term outperformance of one style over the other can ultimately result in a hit or miss strategy.

Published: 17 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)