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Funds & Markets

Ballot Box

Trump inauguration investing in the era of ‘The Donald’

The uncertainty surrounding the new US president’s plans reinforces our belief in the validity of seeking to position our portfolios to perform well under a variety of scenarios. Topic:Multi-Asset
Itailian flag

Italian banks: kicking the can (again)

As far as Italian bank reform is concerned, the result of Sunday’s referendum means that nothing has really changed, and as such the status quo will prevail, explain OMGI’s Richard Buxton and Rob James. Topic:Global Equity
Itailian flag

Italy’s outlook darkens even as markets shrug off referendum

Italy’s government bond market faces multiple risk from the country’s politics, troubled banking sector and growth outlook, says Nick Wall. Topic:Global Equity
US flag

Investment reactions

Links to expert assessment, opinion and commentary that will help answer some of the questions you and your clients may have about the implications of the result of the US Presidential Election. Topic:North American Equity
Flip flops

Fed flip-flopping warrants caution

The US monetary guardian has undermined a key plank of support for emerging market equities, justifying a cautious stance towards the asset class. Topic:Emerging Markets

Low tide for deflation?

Recent economic data suggest the odds that deflation will strike large parts of the global economy may be declining, according to Anthony Gillham, co-head of multi-asset at Old Mutual Wealth’s Investment Division. Topic:Multi-Asset
Mountain climber

Meeting inflation targets a harder task

High levels of production capacity, coupled with a softening in demand for ‘stuff’ generally, is making the task of central bankers in meeting their inflation targets ever harder, argues Richard Buxton, head of UK equities. Old Mutual Global Investors. Topic:UK Equity
Coloured houses

Mind the housing gap

The UK housing market is facing a crisis. Years of underbuilding and increasing demand have created a chronic shortage of homes that are affordable, suitable and convenient. Topic:UK Equity
Map pins

Volatility uncovered

Insights from OMGI fund managers on the current volatility impacting global equity and bond markets. Topic:Global Equity
Sunlight breaking through storm clouds

The perfect storm?

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist throughout the year argues Richard Buxton, head of UK equities at Old Mutual Global Investors. Topic:UK Equity

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