Downbeat Swedes settle for meagre returns
The huge losses equity investors have suffered so far in 2016 have dented the investment outlook of Swedish fund buyers. They forecast only modest returns from their equity holdings during the coming years.
Japan
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Time to bail out of Japanese equities?
Even though Japanese equities were the best performing asset class in 2015, fund selectors have retained an ambivalent attitude towards them. And with good reason, it has now turned out.
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Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.
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Are investors clutching at straws with their Japan weightings?
Japanese equities are enjoying their time in the rising sun in terms of the preferences of many investors, but is this a sound move destined to yield rewards or an act of desperation?
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Swiss jump on European QE wave
Swiss fund buyers are some of Europe’s most bullish investors, and are becoming more enthusiastic about European equities by the quarter.
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Is there cause for Japanese caution?
The Japanese equity market remains, for many investors their highest conviction overweight. But, over the past few days eyebrows have been raised about the level of growth in the region on the back of stalling exports, compounded by worries about the impact of the recent yuan devaluation.
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Japanese equities: is the ground starting to shake?
The concerted efforts of Japan’s bold Prime Minister Shinzo Abe and the country’s central bank to revive the country’s ailing economy have left European investors unimpressed over the past years, as gains in Japanese shares resulting from Abenomics policies were largely offset by currency depreciation. As a consequence, most European fund buyers have consistently kept…
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Wealth managers underestimating HNWI
Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.
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Chinese QE – more curse than blessing
As the all-powerful government in China continues to see the stellar growth it had become used to in recent years ebbing away towards 6% and perhaps even below, it will inevitably reach for new levers to pull. Just as they once did with Western manufacturing, the Chinese are likely to be looking at the United…
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Investors get foretaste of bond market plunge
While government bond yields and, in particular, gilt, bund and treasury yields have all been rising in recent weeks (German 10 year yields doubled last week) the last few days have seen sudden, sharp moves that have seen investors lose significant amounts of capital. As one investor put it to Portfolio Adviser on Thursday, if…
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US equity falls from grace with fund managers
Over the past two years, fund selectors have grown ever more pessimistic about US equity return prospects. Asset management companies have been a bit more radical in changing their expectations.
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Japanese equities did fund managers
For the third episode of our series, we will take a look at fund manager predictions for equities from a country whose central bank has committed itself in writing to ‘inflating asset prices’.