Hermes’ Lundie: High yield investors in for a nasty surprise

Fraser Lundie, co-head of credit at Hermes Investment Management, discusses in Portfolio Adviser that while all-time low levels of volatility have enticed many credit investors to turn to high yield bonds, these investors could find themselves at risk with the predicted rise in volatility. In order to avoid this, Fraser emphasises the need to actively […]

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What are the risks with mainland China?

Asian equity markets show signs of improvement despite caution around a potential economic slowdown and concerns over political interference, currency controls, and the need for capital market reform. Eric Moffett, portfolio manager of the T. Rowe Price Asian Opportunities fund, tells FT Adviser reduced costs and improved capex discipline will likely increase returns and shareholder […]

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Who Wins, Who Loses From India’s New Tax Regime?

Simon Finch, co-manager of the India Equity Opportunities Fund at Ashburton Investments, discusses in Wealth Briefing Asia the effects of GST in India. While not all sectors will immediately see increased efficiency, he asserts that in the long-run, domestic investment will increase and foreign capital will flow in across sectors. Link

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Will Brexit force UK to employ ‘helicopter money’?

Quentin Fitzsimmons, manager of the Dynamic Global Bond Fund at T. Rowe Price, predicts that a ‘hard-ish’ Brexit will cause an economic slowdown in the UK. While the government’s only option to stimulate the economy would be to arrange for the Bank of England to underwrite government debt, essentially issuing helicopter money, he tells Investment […]

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What to be aware of before investing in China

Arif Husain, head of international fixed income at T. Rowe Price, incites investor caution around the reigning in of economic stimulus in China. He explains in FT Adviser that the Chinese government does not go halfway on economic measures and that the removal of stimulus could have major ripple effects. Link

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Ashburton CEO: Pendulum is swinging back to active funds

Steve Kelso, CEO (International) of Ashburton Investments, argues the case in Fund Strategy for the move back towards active management as volatility is set to rise. While he recognises the benefits of passive investments, he recommends that portfolios should include both in order to diversify risk. Link

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Expect more currency volatility as ‘Trump trade’ reversal hits USD

A strong Europe and a reversal of ‘Trump Trade’ have driven the US dollar down. Ugo Lancioni, global head of currency at Neuberger Berman, explains that this could lead the Federal Reserve to act more hawkishly than expected. In Investment Europe, he outlines his fund’s position as it prepares for increased volatility. Link

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How to play the ‘Lipstick Effect’

Phil Harris, manager of the UK Equity Growth fund at EdenTree Investment Management, talks in Money Observer about the ‘Lipstick Effect’, which posits that in times of economic trouble, consumers turn to inexpensive luxury goods. He points to Fever-Tree and Patisserie Valerie as examples of companies reaping the rewards of the UK’s increasing difficulties. Link

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Two top stocks to profit from the ‘lipstick effect’

The ‘Lipstick Effect’ states that as the economy takes a downward turn, people consume more discretionary goods. Phil Harris, manager of the UK Equity Growth fund at EdenTree Investment Management, reflects on how inexpensive luxuries like Fever-Tree and Patisserie Valerie are becoming necessities in the UK. Link

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Nordea Asset Management: Trio of rated managers reveal their top offbeat plays

Thomas Sørensen and Henning Padberg, managers of the Nordea 1 – Global Climate and Environment Equity fund, tell Citywire Selector that growing concerns over climate change and pollution are precipitating investments in environmental services. They recommend companies that deal with resource efficiency and environment protection, such as Ecolab, because they offer attractive returns and payback times. […]

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