Financial markets have been buoyant recently, with leading stock market indices around the world continuing to climb higher, fuelled by hopes of a rapid rebound in global growth. Macroeconomic data is backing up the market’s optimism, with mounting evidence that the recovery from the coronavirus pandemic is in full flow – although it has got going in some places faster than others. Here is our one-page monthly commentary update for the Omnis Managed Portfolio Service, which incorporates our macroeconomic views and latest asset allocation positioning.
This week Rohit Vaswani takes a longer look at last week's stock markets and economic data. It was a challenging week for markets despite overall positive economic news.
Short-dated bonds can be a good investment because their low maturity date means they’re less sensitive to changes in interest rates than long-dated bonds, and their short maturity can help dampen volatility when included in a multi-asset portfolio.
In today's 'Week in Brief' Rohit Vaswani reviews stock markets, consumer sentiment and economic data and then speaks to Nabeel Abdoula, Deputy Chief Investment Officer of Fulcrum Asset Management and manager of the Omnis Diversified Returns Fund. The fund has recently began investing in the Climate Change theme and Nabeel talks to us about the investment opportunity.
We know that a stock or share represents partial ownership of a company, with the stock market providing a regulated environment in which shareholders can sell their portion of the company to a willing buyer. But how do we calculate the value of shares so we know we’re getting a generous, or at least fair price?
In today's "Week in Brief" Rohit Vaswani reviews stock markets, consumer sentiment and economic data. In this week's interview, he speaks to Dominic Johnson, CEO of Somerset Capital Management, who have recently been appointed as the investment manager for the Omnis Global Emerging Markets Equity Opportunities Fund.
Here is the Omnis Managed Portfolio one-page monthly commentary, which incorporates our macroeconomic views and latest asset allocation positioning.
As we begin to close the first quarter of 2021, Omnis mix things up in this week's Monday Investment Club Podcast.
This update explores the benefits and drawbacks of active and passive investing are often the subject of fierce debate.