equities

Jul 18, 2018

Asian share valuations will likely fall until the middle of this quarter but will thereafter start to bounce back, according to analysis from Kestrel Investment Partners.

Jul 16, 2018

Sovereign-wealth-fundsSovereign wealth funds (SWF) are increasing their exposure to listed assets as private market deal activity slows, research shows.

Jul 16, 2018

FormulasThe world of the buy-side trader is changing. JP Morgan AM has seen its headcount fall, but trade volumes rise – and more managers may develop their own algos, finds Nicholas Pratt.

Jul 16, 2018

Rising_yieldsPaul Jackson of Invesco explains why he thinks equity indices will rise in tandem with higher bond yields (for now, at least) despite a widely perceived negative correlation between the two.

Jul 16, 2018

Philipp_SchlegelGlobal economic growth could give momentum to commodities and natural resource equities, known as ‘hard assets’, says VanEck managing director Philipp Schlegel.

Jul 16, 2018

Justin_PartingtonNicholas Pratt talks to Justin Partington of specialist administrator SGG about global expansion, private equity standardisation and the threat of disruption.

Jul 13, 2018

CommoditiesLazard Asset Management has launched a global commodities fund, which aims to generate strong relative returns in excess of the Bloomberg Commodity Total Return Index while delivering less volatility over a full market cycle.

Jul 13, 2018

Convertible_bondFisch Asset Management has launched a global convertible bonds fund which aims to take an offensive market position.

Jul 13, 2018

US_vs_ChinaCould a trade war end ten years of strong performance for US equities? Perhaps not, finds Fiona Rintoul – but a recession may be on the cards anyway.

Jul 12, 2018

Stuart_ParkerUS fund giant PGIM Investments has raised $2.5 billion into its Ucits fund range since launching in Europe five years ago. Chief executive Stuart Parker tells Mark Latham about the firm’s expansion plans and the challenges of breaking into the European market.

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