Analysts react to MSCI’s China equities inclusion

Nick Beecroft, Asian equity portfolio specialist at T. Rowe Price, believes that the initial impact of MSCI’s decision to include China A-Shares in their Emerging Markets index will be modest. He tells the Financial Times that over the long term the depth of China’s A-share market could mean China gains substantial weight within those broader […]

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Capturing contrarian opportunities in a low-vol world

Mike Clements, head of European equities at SYZ Asset Management, discusses low volatility in Investment Europe. He explores current signs of investor caution as cash levels are high and could point to imminent risk of a crisis. In times of stress and volatile markets, investment banks have too many risks on their balance sheets following a flurry […]

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How to reposition client portfolios as inflation bites

Mike Pinggera, manager of the Sanlam Four Multi-Strategy fund, tells FT Adviser that bonds will now deliver a low but predictable level of income following inflation rises, yet will struggle to keep pace with inflation over the longer term. His preference is to invest in alternative assets – such as infrastructure, renewable energy and specialist […]

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How to reposition client portfolios as inflation bites

Vince Childers, manager of the real assets strategy at Cohen & Steers, discusses the impact of rising inflation on real assets. He tells FT Adviser that one of the unifying characteristics of real assets is that they have historically excelled in periods of unexpected inflation and investors are likely to move away from investments that benefited […]

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Fuel for thought: Why stock picking energy companies is important

Todd Heltman and Jeff Wyll, senior energy analysts at Neuberger Berman, tell Funds Europe that stock picking for investors in energy companies is now more important than ever in light of turbulence in the oil market. Whether OPEC deepens cuts or shale producers reduce their activity, the task for equity investors is to identify energy […]

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Ashburton’s Georgakopoulou: Brexit to become increasingly drawn out

Marianna Georgakopoulou, head of asset allocation at Ashburton Investments, tells Fund Strategy that the result of the UK election may cause further political and economic turmoil in the UK. The surprise outcome will complicate Brexit negotiations and Georgakopoulou details the opportunities that they are finding as a result of the election. They recently re-entered the […]

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China keeps chugging along

Eric Moffett, portfolio manager of the T. Rowe Price Asian Opportunities Equity fund, discusses his view on Chinese investment opportunities. He believes that consolidating the power of Xi Jinping will be a catalyst for reform. While he remains cautious on banks, Moffett says there will be growth for the insurance sector in Asia, and that property has been performing […]

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What the U.K. Election Means for Markets

Saker Nusseibeh, CEO of Hermes Investment Management, explores the impact that general election will have on markets and discusses his advice for investors as stocks are unaffected but interest rates could rise. Link

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UK election: Rising interest rates could help cut DB liabilities

Saker Nusseibeh, CEO of Hermes Investment Management, explores the possible impact of the UK general election. He believes that concessions on public spending could lead to higher inflation and higher interest rates. He believes that uncertainty following the UK election could have a longer-term positive effect on UK pension scheme liabilities if it forces interest rates […]

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