Today Robin Parbook shares his 2016 outlook for Asia ex Japan Equities and explains why his preferred areas for investment are companies with strong cash flows and, in this low earnings growth environment, low cost producers that also have a flexible cost
John Looby, Portfolio Manager with the Dublin-based asset management boutique Kleinwort Benson Investors, has highlighted the dangers of constructing concentrated portfolios in the Small Cap space, and the benefits of building a dividend oriented exposure
The observation from Nigel Green, the founder and CEO of deVere Group, comes after the U.S. Republican presidential candidate sparked worldwide controversy by announcing he wants to ban Muslims entering the United States.
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
In a further attempt to foster eurozone growth, the ECB announced it was dropping the deposit rate, extending its bond-purchase programme, and promised more asset purchases. The scale of the announcement disappointed some investors, however Stuart Mitchel
Allan Conway, Head of Emerging Market Equities, shares his thoughts for 2016 - highlighting the signposts investors should look for as drivers of emerging markets equity performance in 2016.
“This past year saw some big swings in financial markets, driven more by sentiment than any significant change in the economic fundamentals. We think any lingering gloom is likely to clear up as we head into 2016 and believe global growth will be s
I grew up in a physical world, and I speak English. The next generation is growing up in a digital world, and they speak social. Angela Ahrendts
Environmental, social and corporate governance (ESG) is set to become a standard consideration in investment decisions within five to 10 years, says UBS.