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5 Months of Nothing
Last week felt very quiet to us; perhaps not surprisingly so with 4th July celebrations in the US, the sporting calendar in the UK and Europe and people thinking about heading off to the beach…
A Tired Dollar May Give Risk Assets a Breather
Back on 22nd April, we said that we thought the US Dollar was on the cusp of an important move, and that it was time to sit up and pay attention. Since that time, the…
Finding financials
An easy mistake to make after the global financial crisis has been to look at the financial sector through the lens of the failings of a very small number of large banks. Another is to…
Why Latin America Loves Trade Deals
What happened? Chile, Mexico and Peru in March became members of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). The agreement reduces tariffs between 11 countries, including Japan and Canada, which amount to 13%…
The world’s biggest health challenges
Investment companies have been offering investors access to innovative businesses and sectors for 150 years and an area where innovation is particularly prominent today is healthcare and biotechnology. It’s well known that investment companies in…
The opportunities in volatility
Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility Volatility has crept back into global markets after a good run in the…
Emerging markets
The first investment company launched back in 1868 enabled private investors to benefit from investing in a diversified portfolio of investments to spread risk. The first investment companies invested in the emerging markets of their…
Let’s play fantasy fund manager
Let’s play fantasy fund manager. If you were asked to pick a World Cup winning global equity team, who would you select? You know you can’t rely on a single star player to win the…
Where is the clever money going? June 2018
Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…
Expanding horizons
150 years after the first investment company was launched, the industry is still expanding investors’ and advisers' options to new and innovative areas. Of course there are many well-known investment companies investing in equities and…
Sector Specialist: Debt
With interest rates at all-time lows over the past decade, investors have increasingly been looking to alternative assets in their search for income. Sector Specialist: Debt is one of the highest-yielding investment company sectors and…
Not So Bearish on US Fixed Income
The market has been pretty bearish on US bonds for some time now, a crowd that we have been firmly sat in. The bear case is clear; not only are major buyers on strike, some…
A Small Note of Caution on Our Bullish Dollar Thesis
Last week, we laid out clearly our thoughts on the potential for a Dollar rally; and it's nice to get something right, as the Dollar either broke out or extended gains against all major and…
Weekly ETF Equity Select List – 7th, May 2018
About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…
Recovering from a lost decade
Capital at risk: All financial investments involve an element of risk. Therefore, the value of your investment and any income from it will vary and your initial investment amount cannot be guaranteed. Emerging Europe is…
Battle Lines Are Being Drawn
We have regularly discussed our multi-month topping thesis in the last three months (and a few times last year – prematurely as it turned out), and price action in recent weeks has done nothing to…
Worst week for US stocks since January 2016 – part of the anatomy of a topping process
The US equity market suffered its worst weekly performance since the China inspired sell-off into January 2016, falling by about 6% over the five days. Although the focus may well have been on Facebook and…
Where’s the clever money going? March 2018
It’s been an eventful start to 2018, with a return to a more volatile environment as global markets climbing to record highs in January, before several days of dramatic correction at the start of February.…