End of QE requires radical rethink
The end of the QE-led economic cycle means investors may need a more diversified portfolio – with defensive equities such as healthcare, commodities and short-term high-yield bonds – to ensure outperformance as we enter a period of greater uncertainty, according to analysts at Denmark’s Saxo Bank.
A market downturn sparked by Mifid?
Could Mifid II be responsible pushing markets into a downward spiral? Perhaps not, but a rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street.
Year in review: Japan
The Japanese economy is in the midst of its longest period of growth in more than a decade, helping drive an average return of 16.11% in sterling terms for funds in the UK Investment Association’s Japan sector in 2017, with the best performing fund up nearly 40%.