A 5-point guide to Euro high yield in 2019
With a new year underway, here’s our five-point guide for what we believe is in store for European high yield markets in 2019:
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
With a new year underway, here’s our five-point guide for what we believe is in store for European high yield markets in 2019:
China’s A-shares are at crisis-level valuations for an economy that is still growing faster than most places around the world. Indiscriminate stock selling by local investors on the back of trade tensions with the US have left China’s A-share market trading at less than ten times earnings compared to 16 times a year ago. Such…
Upon returning from our November 2017 research visit to Kuwait, we felt confident the economy was on improved footing after what had been an extended hangover from the 2008 financial crisis. However, what stopped us from getting more excited at the time was the fact many stocks had rallied hard on FTSE Russell’s announcement to…
Watch Templeton Global Macro’s Head of Research, Sonal Desai, discuss the impact of rising US rates and currency considerations in emerging markets.
Analyst and Portfolio Manager at BB Biotech since 2014. Dr. Koch previously worked as a sell-side Pharma & Biotech Equity Analyst at Bank am Bellevue and Research Associate at the Institute of Pharmaceutical Sciences, ETH Zurich. He holds a PhD in Chemoinformatics & Computational Drug Design from ETH Zurich and a Masters in Bioinformatics from…
Success in challenging fixed income markets requires an approach that is truly unconstrained.
Nick Payne, head of global emerging markets at Old Mutual Global Investors, feels more sanguine about his asset class now that the exuberant start to 2018 has eased.
When faced with a crossroads in the market, it may pay to be cautious about forecasting macro, argues Ian Heslop, head of global equities at OMGI and manager of the Old Mutual North American Equity Fund
The proliferation of smart beta in equity, leads to the question of whether smart strategies can be utilised in fixed income. Rules based investors are often the source of inefficiency in fixed income markets and to us a smart strategy requires an active component
We find inefficiencies in markets using a series of strategies that maximise returns for a given level of risk.
Misconceptions around ‘emerging’ and ‘developed’ markets have resulted in mispricing of risk leading to considerable opportunities for the well-informed investor.
Bond indices were never intended to form a basis for investment but merely reflect a market. As a consequence, they expose investors to unintended risks and are not a rational investment strategy.