One may argue performance leadership of Canadian versus
global equities runs in cycles, which is a valid point.
Not exact matches
LONDON, Jan 31 (Reuters)-
Global investors trimmed
equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull
run and seeing risks of an inflation wake - up call.
LONDON, Jan 31 -
Global investors trimmed
equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull
run and seeing risks of an inflation wake - up call.
«The medium -
run outlook for
global equities has deteriorated a bit.
A sharp sell - off in bond markets this week spilled over into
global equities with jitters that a near 30 - year
run bull
run for fixed income could be coming to an end.
After
running hard in 2017,
global equity markets may find it more difficult to maintain pace in 2018.
Concerns about
global trade tensions between China and the U.S. and the fear that the stellar earnings could be as good as it gets for stocks are all combining to undermine the sort of confidence that was in abundance during last year's
run of repeated records for
equity benchmarks, as the U.S. economy enters it ninth year of expansion and as the Federal Reserve moves to normalize monetary policy from crisis - era levels.
With the correction in
global stock markets still
running its course, it's worth surveying some valuation statistics across Developed Market
equities.
Altavista
runs two strategies —
global long short
equity and India
equity.
Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton
Global Emerging Markets Fund, an
equity long / short fund
run out of London which he launched in 2007.
A bull
run for
global equity markets, including the local sharemarket, swelled the coffers of the asset manager as investors piled into shares and the value of its funds under management grew.
The prospect of another bidder emerging from the ranks of
global private
equity firms is also high, with US - based giant Carlyle Group known to have quietly sounded out former Coca - Cola Amatil managing director Terry Davis about his appetite for
running a privately backed Treasury in the past few weeks.
The correlated change in the
global bond markets is significant, and if it
runs another one percent or so, could derail the
equity markets.
Prior experience includes roles as managing director,
global at Van Eck Glob al, where he
ran the Hong Kong office and was lead portfolio manager for international
equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.