Investors seeking steady income flows may have ignored the technology sector and the unexpected impact technology is having on companies in other industries, Kera Van Valen, a portfolio manager at Epoch Investment Partners, said on Friday.
China is off limits for some of the world's big investment managers because of its corporate governance and policy issues while for others, the technological advances in the world's second biggest economy offer unbeatable opportunities.
Retail, utilities, restaurants and financial services should all brace for more disruption in the year ahead, according to big-name investors who took part in the Reuters Global Investment 2018 Outlook Summit in New York this week.
The biggest risk for investors since the end of the 2008 financial crisis has been, well, ducking risk. Not anymore, say analysts who think the easy money has been made.
Bitcoin may have surged a staggering 700 percent since the start of the year but most investors at a Reuters Summit this week said they had not been tempted to play the volatile cryptocurrency.
With U.S. stock prices near record highs and major economies worldwide on an upswing, top investment professionals are seeking out less familiar and less popular ways to invest.
Have money, will invest. Coffers brimming from strongly growing economies and buoyant markets, the world's wealthy are providing fuel to history's longest ever equity bull run, lifting share markets to ever higher peaks.
The best economic growth in a decade and a tightening of the Franco-German axis at the heart of the 19-member euro zone has de-sensitized markets to European political risks and will keep money flowing into the bloc in 2018, top investors said this week.
Slashing taxes may give the U.S. economy a temporary boost but the "sugar rush" may cause deeper problems ahead, investors at the Reuters Global Investment 2018 Outlook Summit in New York said.
The chief investment officer of BlackRock Inc's Australian arm said on Friday that investors should not expect double-digit gains from the country's stock market in the near-term.
Joe Biden was sworn in as president of the United States on Wednesday, offering a message of unity and restoration to a deeply divided country reeling from a battered economy and a raging coronavirus pandemic that has killed more than 400,000 Americans.