Investment managers uncertain over bond proxies 20/05/2015 Although attention has been focused on the volatility in the bond market, the impact has been felt in the equity market as well. Particularly vulnerable appear to be the so-called ‘bond proxies’ previously valued for the stability of their earnings and dividends, but which now look extremely expensive relative to the wider market. Could it be an inflection point for these stocks?
German Bund acceleration indicates QE success 08/05/2015 Sharp movements in the global fixed income markets led by German Bunds are the first indicators that European quantative easing (QE) is starting to work, Lombard Odier’s Global Fixed Income strategist, Salman Ahmed, has said.
UK election uncertainty and the markets 07/05/2015 As voters in the UK head to the polls today (07/05/2015), wealth managers have been looking at the possible impact on the economy and markets of another coalition government. For some time it has been clear the outcome of the election is too close to call, and that the likelihood is no one party will gain enough seats to from a majority.
ALFI conference: the changing asset management industry 22/04/2015 The ALFI (Association of the Luxembourg Fund Industry) Conference in London's Guildhall saw a panel of experts discuss the changing asset management industry, covering topics including passive versus active fund managers, asset management opportunities regarding an emerging Asian middle class, and the effect of increased regulation in Taiwan.