Recent years have illustrated how difficult it has become to forecast potential market returns. However, Nordea’s Asbjørn Trolle Hansen tells Portfolio Institutional many investors believe 2016 could be another unsettled and turbulent year – due to factors such as dislocated global monetary policies, record stock market prices, the China slowdown and political uncertainties.
Despite ongoing concerns about Asian markets, T. Rowe Price’s Nick Beecroft tells FT Adviser why he has put additional backing behind his conviction stocks in the firm’s Asian ex Japan Equity fund.
As the Federal Reserve raises rates for the first time in almost a decade, Investment Week speaks to Neuberger Berman’s Bradley Tank about the outlook for fixed income in 2016 and beyond.
In the unpredictable world we live in, even the most predictable business will not necessarily grow earnings in a straight line. Instead of short-term earnings, Evenlode’s Hugh Yarrow and Ben Peters consider what long-term free cash flow a company is capable of generating. Here, Hugh gives Your Money three examples of companies well positioned to generate healthy cash flow and dividends in coming years.
As the Federal Reserve embarks on its first rate hiking cycle since 2006, Argonaut’s Barry Norris tells Citywire Wealth Manager global assets are in a mature bull market and he has a seven-year itch about 2016.
Nordea Asset Management has unveiled a pair of new funds covering global equities and multi-asset investing, reveals Citywire Global.
The impact of slumping commodity prices coupled with an improving consumer outlook is likely to be as dominant in 2016 as it was over the past 12 months, according to T. Rowe Price’s David Eiswert. The AAA-rated manager tells Citywire Global why he has owned ‘fewer names than ever’ in response to the 2015 market – and anticipates continued meek global growth in the new year. Continue reading “AAA-rated Eiswert: a tale of two markets in global equities”
Hugh Yarrow, manager of the Evenlode Income fund, reveals to What Investment the stocks he is buying for the volatile market conditions likely to prevail in 2016 and beyond. Continue reading “Three income stocks to invest in to cope with the market volatility of 2016, by fund manager with a 4 per cent yield”
Nicolas Walewski, managing director of Alken Asset Management, tells Investment Week why he does not anticipate a commodity price rebound for many years – but does believe in an uplift for technology spending. Continue reading “Alken’s Walewski: How we have been playing the big value shift from commodity producers to consumers”
In 2005, The Pensions Regulator (TPR) set out a recovery plan for the UK’s DB pension schemes. Since the TPR set out its objective, £500 billion has been pumped into schemes – and yet the deficit has risen threefold to £900 billion. The crisis, writes Robert Gardner for Professional Pensions, has now turned into a catastrophe. Continue reading “UK defined benefit pensions: From crisis to catastrophe?”