Will 2017 be a Goldilocks year?
Jacob de Tusch-Lec, fund manager at Artemis Investment Management, is happy to continue holding financials and value stocks – at least until big macro risks are realised and central banks start to tighten.
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Jacob de Tusch-Lec, fund manager at Artemis Investment Management, is happy to continue holding financials and value stocks – at least until big macro risks are realised and central banks start to tighten.
Tim Paulson, investment strategist at Lord Abbet points out the benefits of the liquid, high-quality commercial loan and asset-backed security markets in the US, many areas of which weathered the 2008/2009 storms very robustly.
Eaton Vance’s Michael Cirami discusses in which countries he finds particularly attractive investment opportunities. He also identifies a region that offers opportunities for shorting assets.
In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
Right now is a fantastic time to invest in North American companies that have ESG integration at the heart of their strategy, says BMO GAM’s Jamie Jenkins, head of global ESG equities.
In this introduction video, Marge Karner of American Century Investments outlines the opportunities for investors in emerging market debt.
Matt Lovatt, investment director at AXA IM, outlines the three main drivers of the robotics industry for the next few years. He finds the biggest robotics opportunity in driverless cars.
In this short video, Old Mutual GI’s Justin Wells argues only flexible and dynamic managers will thrive in the Trump era.
In this short video, Nick Sheridan, manager of the Henderson Horizon Euroland Fund, explains his approach to varying levels of market risk: he adapts the number of stocks in his portfolio.
In this short video, BMO GAM’s Alan Nolan explains why he believes Donald Trump’s election presents a buying opportunity for emerging market stocks rather than a long-term threat to fundamentals.
Neuberger Berman’s Leonardo Bernardini explains why investing in emerging debt markets is vastly different from investing in developed market bonds.
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.