Investors are turning more cautious in the face of the turmoil in the financial markets this year, according to the latest Bank of America Merrill Lynch (BAML) Fund Manager Survey, with average cash balances up at their highest weighting since November 2001.
Category: Analysis
Gold’s safe haven appeal returning
Unlike most asset classes, which have started 2016 in much the same way they left off in 2015, gold has seen a significant reversal.
Why the dollar could head lower than you think
The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year
Is oil facing a final washout?
The news over the weekend that the sanctions against Iran have been lifted took very few people by surprise, but the confirmation that the country is back among the global oil-producing fold does bode ill for prices.
One year Mifid II delay might not be enough, says Esma chief
Delaying the implementation of Mifid II until January 2018 still might not give enough time for the European Securities and Markets Authority (Esma), national regulators, and market participants to make the necessary IT changes, says Esma chair Steven Maijoor.
Inequality to stay until tax havens go, says Oxfam
There will be no end to the inequality crisis until world leaders end the era of tax havens, once and for all, according to a report from charity Oxfam.
NN IP: Investor outlook stable despite market turmoil
The downward trend that has taken hold in most equity markets during the past couple of months hasn’t led to a deteriorating investment sentiment, according to a poll conducted by NN Investment Parners among a group of institutional investors.
JP Morgan AM’s Greco; The good European
JP Morgan Asset Management’s head of European funds Massimo Greco shares his insights on fees, Mifid II and the importance of stability in Europe.
Oil slide could get worse, won’t get much better
The news that Brent Crude oil slipped below $35 a barrel for the first time since 2004 on Wednesday should come as little surprise.
An EM rebound, calmer commodities, and other reasons to be optimistic
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
