US fed

Hedge Funds

Bond market cycle shift imminent

Investors should prepare for a swift change in the bond market cycle as US rates finally rise on the back of strong US labour market figures for employment and wages growth, according to one of the world’s leading fixed income investors. Jeffrey Rosenberg, chief investment strategist for Black Rock (pictured), said volatility would not be […]
Hedge Funds

Market diverging from US Fed on QE expectations

No one is quite sure what the impact of US quantitative easing will be. Most commentary is that any interest rate rise will be slow and steady. But there is a huge divergence between the forecast for 2017 by the US Fed (as measured by the FOMC dot plot) and the market’s expectations. Christopher Diaz, […]
Hedge Funds

Perpetual stock-picks global equities in outlier markets

As global growth continues to be stagnant Perpetual Investments is looking to outlier markets for stock picking opportunities.  The global equities investment team believes markets others are avoiding could give long-term capital growth and income, as they seek to increase their investment universe and portfolio flexibility. “There is increasing demand for global equities as domestic […]