Surf’s up: how to ride a wave of mini market meltdowns

Nordea Asset Management‘s Witold Bahrke believes last week’s market sell-off should be worrying investors. In The Times, he argues rising bond yields, trade wars, falling growth indicators, Brexit concerns and Italy’s budget deficit add up to a “toxic cocktail” Link

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Don’t try to second guess the end of the US cycle, says L/S PM

“Some in the market are already assuming the US business and earnings cycles have ended.” However, Neuberger Berman’s Charles Kantor argues in Citywire Selector, there is a lot more to come, as we are in the heart of the earnings season, with organic growth rate in the industrials industry. Link

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Small & Mid-Cap Equities: Small-cap effects

“We believe that ultimately the most deserving business models will again attract capital at the expense of the less deserving ones.” In IPE, Neuberger Berman’s Gregory Spiegel discusses the importance of active management in US small caps, as the small-cap market is typically heavily influenced by money flows into passive indexes as opposed to company […]

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Investment Week’s ‘Women in Investment’ Awards 2018

It’s Good Money Week! The #whofundtheworld campaign aims to highlight the achievements of women in finance. For Investment Week’s ‘Women in Investment’ awards, Trium Capital’s Sales Director Susanne Petrie is shortlisted for the ‘Most Inspiring Returner’ award. Link

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Three things that threaten safe-haven status of treasuries

In Citywire Selector, Arif Husain, head of international fixed income at T.Rowe Price, explores three reasons why 10-year treasuries can be compromised in today’s environment, and how this has “profound implications for portfolio construction”. Link

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Hold your nerve on EMD, says + rated manager

“A big selloff tends to lead to a quicker recovery”. Rob Drijkoningen, co-head of EMD at Neuberger Berman argues in Citywire Selector, that in this most recent EMD slump, a recovery may be on the horizon. However, he states this rebound could be sharp, meaning investors must “hold their nerve to catch the bounce.” Link

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Bullish US stocks leave rest of the world trailing

In the Financial Times, Witold Bahrke, strategist at Nordea, explains why the ‘dollar nightmare’ will continue for emerging markets, and why the gap between the US and the rest of the world is likely to widen. Link  

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