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Why Trump’s woes are a blessing for EM debt

Published by : Old Mutual Global Investors

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of emerging market debt at Old Mutual Global Investors

Published: 21 September 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Go for consistency of returns, not spectacular returns

Published by : Columbia Threadneedle Investments

Colin Moore, Global CIO discusses where he sees investment opportunities and risks in today’s markets in this Q&A, and describes why he believes investors value a consistent approach to investing now more than ever.

Published: 10 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

2017 Global Market Outlook — Q3 Update Report

Published by : Russell Investments

We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.

Published: 10 July 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Creating robust portfolios in a changing energy sector

Published by : Sarasin & Partners

The energy market is characterised by constant disequilibrium. Global Analyst Alex Cobbold examines how investors can thrive amidst the challenges of this somewhat ominous sector.

Published: 06 July 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Global geopolitics: uncertainty and disruption

Published by : Insight Investment

As evidenced by Brexit and the election of Donald Trump last year, anti-establishment sentiment is growing globally. What is driving this change? George Friedman, internationally recognised geopolitical forecaster and bestselling author, explains his views.

Published: 27 June 2017

Business Area: Global Growth

Type: Portable Document Format (.pdf)

Economic Snapshot – June 2017

Published by : Sarasin & Partners

In this video, Guy Monson, CIO of Sarasin & Partners, discusses Brexit and its impact on UK and global financial markets.

Published: 21 June 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Real estate around the globe

Published by : Sarasin & Partners

Real estate fundamentals can vary wildly from region to region, creating very different market outlooks around the globe. Fund Manager Guy Mountain casts his eye over the current picture.

Published: 07 June 2017

Business Area: Real Estate

Type: Portable Document Format (.pdf)

The analyst diaries: From Prada to Primark

Published by : Sarasin & Partners

The best way to understand the culture of a company is to travel, talk, listen and see. Global Thematic Analyst Julian Bishop discusses the findings from his recent trip to Milan.

Published: 07 June 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Shared Thinking: Let macro set you free

Published by : Old Mutual Global Investors

Investors are adjusting to a new post-crisis reality, which has profound implications for markets and the global economy, says Mark Nash, head of global bonds at Old Mutual Global Investors.

Published: 08 May 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Shared Thinking: The long, lazy days of summer

Published by : Old Mutual Global Investors

Global growth is picking up, and stock markets continue to flirt with all-time highs. But, notes Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, a dearth of fresh catalysts could leave markets decidedly range-bound over the summer months.

Published: 08 May 2017

Business Area: Markets

Type: Portable Document Format (.pdf)