Will ‘momentum massacre’ end growth’s decade-long dominance?

Will ‘momentum massacre’ end growth’s decade-long dominance? In Investment Europe, Neuberger Berman‘s Erik Knutzen, Nordea Asset Management‘s Andrew Beck, Wise Funds Ltd‘s Tony Yarrow and EdenTree Investment Management‘s Chris Hiorns discuss whether this renaissance in value stocks is a turn in fortune. Link

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Five dollar dynamics investors need to know

“In the developed market space, investors can earn one of the highest carry rates by the US dollar.” In Investment Week, T. Rowe Price’s Quentin Fitzsimmons outlines the five key themes investors must monitor over the near term. Link

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Momentum massacre: four fund veterans on the great value reversal

In Citywire Wealth Manager, Neuberger Berman‘s Erik Knutzen, Nordea Asset Management‘s Andrew Beck, Wise Funds Ltd‘s Tony Yarrow and EdenTree Investment Management‘s Chris Hiorns discuss the ‘momentum massacre’ surrounding growth and value stocks, and whether a revival in value is merely another false dawn or the winners and losers of the stock market are truly […]

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Time to invest in Vietnam? Four portfolio managers trade views

“Vietnam is fast becoming a hotspot for multinational companies wanting to set-up low-cost manufacturing, especially for businesses seeking to divert supply chains away from China.” In Citywire Selector, T. Rowe Price’s Oliver Bell discusses prospects in the emerging Asian country. Link

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Sustainable investing requires deeper thinking to avoid the greenwash

“Whether it’s increasing our resource efficiency, reducing our enormous waste footprint, or managing workforce transition to a low carbon economy, there are often multi-faceted issues to address.” In Trustnet, EdenTree Investment Management’s David Osfield discusses what needs to be done in order to achieve genuine sustainable investing and the barriers created as a result of […]

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Global REIT outlook: A new Goldilocks moment

“With rates down and slower global economic growth environment, we’ve entered that not-too-hot, not-too-cold scenario again. It’s Goldilocks, part two, for REITs.” In IPE Real Assets, PGIM Real Estate’s Rick Romano gives his outlook for REITs in 2019. Link

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Is a global recession inevitable?

“The problem is that when it comes to boosting global growth, all roads lead back to the Fed.” In Investment Week, T. Rowe Price’s Ken Orchard discusses whether a global recession is inevitable and the Fed’s impact on the global economy. Link

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Four ways to hold gold as a safe haven investment

In the Financial Times, portfolio manager Vincent Ropers at Wise Funds comments that: “gold is considered impervious to the actions of centralised institutions” during economic uncertainty as experts predict that prices will rise due to slowing global growth and potential US interest rate cuts. Link.

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