The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
Tag: Alessandro Viviani
Alessandro Viviani: Beware of pure stockpickers
Alessandro Viviani of Old Mutual Wealth Italy explains why he is sceptical of managers who claim they are pure stockpickers – and how he his trying to tempt his client’s out of their complete risk aversion.
European equity inflows reach 18-month high
European equities have been in the spotlights for a while, and finally interest is translating into real flows, according to Morningstar data. But there is a caveat to the optimism, which manifested itself last week.
Italian investors regain confidence in absolute return
Most absolute return funds have failed to live up to expectations in recent years. As a consequence, their popularity with Italy’s fund selectors declined somewhat. But Italians’ love for absolute return has flared up once again, for obvious reasons.
US equities – the Trump honeymoon period lasts
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
ANALYSIS: Is Italy really only an Italian problem?
Stock markets have responded to the Italian No-vote in an even more muted way than to the UK’s vote Brexit and Donald Trump’s election. Are investors being complacent about the political and economic effects of a vote that was seen as vital for the future of the EU not so long ago, or has the referendum outcome in fact already been priced in?
Caution advised for bond investors as Italy referendum looms
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
Brace yourself for Brexit
Recent reports from those favouring Britain to stay in the EU suggest a Brexit of any sort would be severely damaging to the UK economy. We assess what will be in store for investors if it happens, and how to Brexit-proof your portfolios.
Sanguine about government bonds – Alessandro Viviani
In this video interview, Old Mutual Wealth’s Alessandro Viviani explains why he is sticking to government bonds, even though most of his peers are giving up on the asset class.
