Nordea AM: Earth Day: three sustainable investment strategies

Thomas Sørensen and Henning Padberg, managers of the Nordea 1 – Global Climate and Environment fund tell Citywire Wealth Manager the climate and environment trend has never been so strong. They see good opportunities in companies in the areas of energy efficiency, smart grid, advanced materials and intelligent construction are deploying cutting-edge technologies to support […]

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Oil stocks face crucial earnings test as investors venture back in

Richard Robinson, manager of the Ashburton Global Energy fund, discusses the dislocation between the low price of energy stocks and the high price of crude oil, which he reads as a buy signal. He tells Reuters he has increased his holdings in offshore oil after taking money out of battery firms, which he believes were […]

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Stable Dollar Keeps Global Markets From Blowout

“In global markets, volatility can spill over from one market to another, so stable currencies do limit concerns in a way.” Ugo Lancioni, head of currency at Neuberger Berman, speaks to The Wall Street Journal as major currencies near fair-value levels. Link

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Shrimp wars: the Indian commodity that could get caught in the net

Simon Finch, co-manager of the Chindia Equity fund at Ashburton Investments, discusses the impact of increased anti-dumping charges on the Indian shrimp industry, as a microcosm of the spillover problems generated by the Trump trade war. In Citywire Wealth Manager, he notes that while the Indian shrimp industry is “more than just small fry”, “exporters […]

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SYZ Asset Management: Can disruptive tech future-proof your investment portfolio?

Claire Shaw, manager of the OYSTER European Mid & Small Cap fund at SYZ Asset Management, explains how diamond producer Lucara Diamond Corp is using disruptive technology to its advantage, by incorporating blockchain technology into its production process. In Your Money, she assesses its impact on the dollar per carat ratio and transparency in the industry. […]

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Oil hits 4-year high ahead of Opec-Russia supply summit

Richard Robinson, manager of the Ashburton Global Energy fund, tells the Financial Times the oil market is transitioning from oversupply to undersupply. Ahead of the Opec-Russia summit, he notes political volatility, particularly in Venezuela, Angola and Iran, is driving up the probability of risk premium. Link

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The reasons why the 10-year US Treasury bond is slightly overpriced

Ken Orchard, co-portfolio manager of the T. Rowe Price Diversified Income Bond Fund, explores the direction of US treasury bond yields in Trustnet. Orchard says that increased volatility has driven up yields but that there should be a discussion about the fair value of treasuries. He notes the three elements are fundamental economic data, comparisons with […]

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E-commerce surge proving UK property has life after Brexit

Rogier Quirijns, portfolio manager of the Cohen & Steers European Real Estate Securities Fund, discusses the real estate sectors benefitting from strong fundamentals. One such sector is e-commerce. As traditional retail markets decline the warehouses and logistics sector presents a good opportunity for retail investors. Link

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