News

Investing

Visits to Taiwan raise China’s ire, but unlikely to have market impact

While some investors may worry about portfolio repercussions, it’s unlikely the tensions between the world’s two-biggest economies will escalate enough to affect markets.

Macro

The return of the 1970s playbook

The Fed has reiterated that the main aim is to get inflation down – whether that creates a recession or not.

Investing

Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

ESG

European investors continue to back ESG ETFs

ESG ETFs represented 42% of total European ETF flows in the three months to the end of June 2022.

ETFs

Anti-ESG movement spawns new fund battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.

Equities

How lower equity volatility has reduced portfolio risk

Qontigo’s Multi-Asset Class Risk Monitor showed that a stronger co-movement of share prices and foreign exchange rates against the dollar reduced the risk of US assets.

Macro

Where do the world’s two largest economies go from here?

Both the US and China are at crossroads, with market participants and spectators looking for signs of where these economies are headed from here.

Equities

Research shows US dollar ‘remains at strongest level in decades’

Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.

Investing

Amid a red-hot labor market, are we seeing the end of the US bear market?

Equity markets showed positive signs in a week where there was a surprise gain for the labor market, but recessionary concerns are still an ever-present threat.

News

Why the era of kinder, gentler central banks is over

Although the near-term prospects for recession have diminished, the recessionary outlook 12 to 18 months out is arguably more likely, The new era of central bank policy has started.

News

Morningstar’s Kemp: How to avoid mistakes and access opportunities

When the economic environment becomes challenging; professional investors are equally susceptible to the behavioral biases that lead to poor outcomes.

Macro

Is now the time for more transparency in advisory fees?

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

Investing

The five wealth management trends that deserve close attention

If you’re hoping to capitalize on new opportunities and remain ahead of the curve, it’s crucial to stay on top of current industry trends.

ETFs

Money market funds realize longest weekly inflows streak of the year

Research from Refinitiv Lipper shows money market funds have reported four straight weeks of inflows, while US broad-based equity indices traded positive for the fourth week in five.