interest rates

Equities

Growth equities to shine in 2023 if interest rates stabilise

For investors who believe interest rates will stabilise in 2023, growth equities such as electric vehicles, emerging markets fintech and some luxury brands could be strong investment prospects, according to equity portfolio specialist Raj Shant from Jennison Associates.

Amanda WhiteFebruary 9, 2023

Featured Story

Warnings increase as rising rates puts LDI under strain

The number of warning voices increases as rising interest rates puts pressure on LDI strategies, forcing more pension funds to sell assets to maintain leverage levels.

Sarah RundellSeptember 5, 2022

Uncategorised posts

Fed official: end reinvestment

The US Federal Reserve’s James Bullard is inclined to let bond buying run off in 2017. He also says higher interest rates are unlikely worldwide and calls the US a relatively closed market.

Megan JonesApril 21, 2017

Opinion

Don’t ignore the bigger picture

Given the strong returns of yield-rich asset classes in recent years, caution should be exercised in allowing income-themes to dominate investment allocations. David Scobie of Mercer writes.

David ScobieJuly 19, 2016

Uncategorised posts

Dalio says Fed should focus on secular forces

The US Federal Reserve is not paying enough attention to secular forces affecting the market, according to chairman and founder of Bridgewater, Ray Dalio, who says the “risks of the world being at or near the end of its long-term debt cycle are significant”. In an opinion piece posted on LinkedIn, The Dangerous Long Bias […]

Amanda WhiteAugust 28, 2015