United Kingdom

Global Investment Outlook 2016


Highlights Day 5: U.S. equities to gain, Japan a top pick

NEW YORK Erin Browne, portfolio manager at Point72 Asset Management, said U.S. equities could deliver high single-digit returns next year, while Mark Burgess of Columbia Threadneedle Investments EMEA said Japanese stocks were his top pick.


Investors warn of greater volatility from liquidity crunch

NEW YORK Financial markets face greater price swings in the coming year as anticipated interest rate hikes from the Federal Reserve exacerbate an environment of reduced liquidity, top investors and strategists said this week.


Big investors see technology easing inflation pressures

New technologies have tempered some inflationary pressures, which could give the U.S. Federal Reserve some breathing room on the pace of interest rate hikes in the new year, according to a number of big investors at the Reuters Global Investment Outlook Summit.


Heading into 2016, U.S. consumers look up, dress down

    That’s the message of top fund managers and strategists, who say consumer resilience in the face of a slow-growing economy may make the consumer sector a good place to invest in 2016.


Risk of market jolt on Brexit could complicate BoE decision

LONDON UK markets have not even begun to discount the chance that Britain could vote to leave the European Union next year, raising the risk of a blowup closer to the vote and complicating the timing of any Bank of England interest rate rise, top investors say.


Cohen's Point72 eyes faster rate hikes, strong dollar

U.S. central bankers may have to speed up the pace of their expected interest rate hikes late next year to prevent prices from rising too quickly, an economist at billionaire Steven A. Cohen's family office said on Friday.


QE-fueled share buybacks may lose luster

LONDON Ramped-up monetary stimulus from the European Central Bank is likely to fuel investor unease over companies funneling cash into share buybacks - which have hit a four-year high - rather than investment, asset managers warned.


Brexit could spark "land grab" for London FX trade -Columbia Threadneedle

LONDON - A British vote to leave the European Union could see Frankfurt make a "land grab" for a slice of London-based foreign exchange trade in the euro, the chief investment officer of Columbia Threadneedle Investments EMEA said on Friday.


Investors see modest equities growth in 2016, ready for Fed rate hike

The strong dollar and middling corporate earnings growth will likely keep a lid on U.S. equity prices for a second straight year in 2016, even as the economy continues to expand, fund managers at the Reuters Global Investment Outlook Summit said. | Video


As HK-Shanghai Connect scheme stutters, doubts grow on exchange links

HONG KONG A tepid response from investors to the Hong Kong-Shanghai Stock Connect scheme in its first year has made industry executives skeptical about the success of proposed exchange link-ups and their value in providing equity market access.


Singapore bourse challenges old obstacles with new bond trading system

SINGAPORE/HONG KONG Singapore Exchange Ltd's new corporate bond trading platform is expected to travel a difficult road, with some traders fearing that long-standing problems in Asia's debt market will see the bourse struggle to make headway just like others before it.


Summit Date Category
Latin America Investment 2017 Aug 7 - 11 Financial Services / Exchanges