Investors Are Positioning For China Slowdown, Low Inflation

Allocators Scale Back in Commodities and Emerging Market Stocks

Investors are positioning themselves for slower growth in China and prolonged low inflation – sending commodities allocations to a four-year low, according to the BofA Merrill Lynch Fund Manager Survey for May.

A quarter of the respondents to May’s survey say that a hard landing in China and a commodity collapse is their number one ”tail risk”, an increase from 18 percent in April. A net 8 percent of fund managers in Japan, Asia-Pacific Rim and Global Emerging Markets expect China’s economy to weaken over the next 12 months, compared with a net 9 percent saying it would strengthen a month ago. Read more

Fund Manager Survey finds investors less positive

Global investors are moderating their earlier exuberance in the face of somewhat lower conviction over global growth, though they remain positive towards equity markets overall, according to the BofA Merrill Lynch Fund Manager Survey for April.

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UAE investors are building property into their portfolio

• 49% of UAE investors expect property to perform strongly over the next five years
• Most investors hold a low risk or balanced investment portfolio
• 27% consider preservation of capital fundamental to their investment planning

The latest Friends Provident International (FPI) Investor Attitudes report has revealed that UAE investors now consider property second only to gold as their preferred asset class. Almost half (49%) of respondents expect the property market to perform strongly over the next five years and a further 11% expect “very strong” growth over the same period. Just 10% of respondents expect to see some weakness in the property market in the next five years. Read more

Bank of Japan Introduces Astonishing Stimulus Package

*Written by Marcus Holland from Options-Trading.com

The decision comes with all kinds of risks, but Bank of Japan Leader Haruhiko Kuroda’s goal was to achieve a rate of inflation at 2 percent for Japan’s sluggish economy. The country has experienced a stagnant economy and falling prices in the last two decades. Falling prices hurt the country because companies are less likely to invest and citizens don’t want to spend money. Moreover, Japan has seen its export sector decline. Read more

Apple Investors Anticipate A New Product As iWatch Details Emerge

Apple Inc. investors are not happy with the tech giant’s slow rate of growth during the past six months. That was proved by the 12% drop in the company’s market value last month. In addition, Apple warned that this percentage may continue to increase.

The company can easily fix that problem by putting some of its billions into dividends and stocks or by issuing preferred shares. However, investors know that Apple’s popularity on the market is due to its next-generation consumer products. Now they want to see some more of them. Read more

Bearish Gold Prices Worry Investors

Gold has been on a bullish ride over the past ten years. But this week we saw the commodity falling to its lowest levels since the last July. In 2011 prices briefly reached a record of over $1,900 per ounce. Now they are nearly $300 down from this former level. Read more

Investors believe global economy will strengthen further in 2013

BofA Merrill Lynch Fund Manager Survey Finds Strong Investor Sentiment Consolidating While Equity Valuations Retain Support

Confidence in a strong global economic outlook has consolidated while investors have indicated that they see support from current equity valuations after the recent rally, according to the BofA Merrill Lynch Fund Manager Survey for February.

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Got cash? Get invested in UAE stocks now!

Most people are actually out of cash most of the time. Especially after 2008, since the financial storm swept the world, “lack of liquidity” became a common expression in personal conversations, during business meetings and within white paper publications.

However, there will always be a certain number of people who never get out of cash and a smaller number of organisations who are indeed stuffed with it or even manage rich portfolios. Read more

Investors Increasingly Bullish as Global Economy Regains Growth Path

‘Great Rotation’ to Equities From Bonds Gets Under Way

Global investors have entered 2013 in buoyant but not yet exuberant mood, according to the BofA Merrill Lynch Fund Manager Survey for January. The new year sees asset allocators assigning more funds to equities than at any time since February 2011, while their confidence in the world’s economic outlook has reached its most positive level since April 2010. Read more

Sharpen Skills with a Crash Course in Commodities Investing

If commodities investing and trading is new for you or you simply want to expand your knowledge in the trading area, you can now do it from anywhere and at any time. FT Press offers a video crash course aimed at building up your skills in trading.

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