Salient to Investors: Amundi Asset Management, Credit Suisse and Sumitomo Mitsui Trust Bank expect Hong Kong stocks to struggle as reduced Fed stimulus weighs on developers and banks that comprise over 35 percent of the index. Ayaz Ebrahim at Amundi Asset Mgmt says China is too cheap and is selling
READ MORE... →Salient to Investors: Joseph Pacini at BlackRock said: Asian institutions’ appetite for regional real estate investments has returned as they hunt for yield for their growing assets amid low interest rates and are expected to deploy more money and a bigger percentage of their property allocations to Asia, especially in
READ MORE... →Salient to Investors: TIPS have plunged 8.8 percent in 2013, the most since their debut in 1997, as consumer prices in the US rose 1 percent last month, the smallest increase since 2009. Peter Fisher at BlackRock said the idea that central banks can always get the inflation rate they
READ MORE... →Salient to Investors: Brad Kinkelaar at Pimco said: The underperformance of many high-dividend stocks in the past 8 months shows a sentiment shift already is under way. If rates continue to rise through 2014, albeit gradually, telecom, utility and REITs should continue to underperform the market. Look for stocks with
READ MORE... →Salient to Investors: Blackrock report the top four retirement regrets of retirees: 36% would have started saving earlier, contributing to 401(k) plans sooner and at maximum levels 32% would have spent less 21% would have worked longer 12% would have hired professional financial advice Read the full article at http://www2.blackrock.com/us/individual-investors/insight-education/investor-pulse/finding-5-learn-from-retirement-lessons?cmp=Investor%20Pulse&chn=ppcsyn&c=dianomi&kw=Finding%205&utm_campaign=Investor%20Pulse&utm_medium=cpc&utm_source=dianomi&utm_term=Finding%205 Click here
READ MORE... →Salient to Investors: John Gilbert at General Re-New England Asset Mgmt, a unit of Berkshire Hathaway, said: Fed policy has lifted stocks but has created systemic risk in the world financial system for which they take little responsibility, because what happens outside the US is not their assignment. A slowdown
READ MORE... →Salient to Investors: Disruptions to the economy prompted speculation the Fed would maintain the pace of its $85 billion in monthly bond purchases. BlackRock Inc. and Pacific Investment Management Co. say the Fed will postpone tapering as a result of the debt-ceiling debate. Russ Koesterich at BlackRock said the disruption
READ MORE... →Salient to Investors: Rick Rieder at BlackRock said the US won’t default on its debt nor suffer any credit-rating downgrade as occurred in 2011. Rieder said that the government understands that the effect of actually defaulting is so profound that they would never take us down that path. Read the
READ MORE... →Salient to Investors: The MSCI Emerging Markets Index RSI touched 70, the level that signals a security is poised to decline. The last time it touched 70, on January 14, 2013, was followed by an 18% drop in 5 months. The Index breached its upper Bollinger band on Sept. 10,
READ MORE... →Salient to Investors: Wall Street’s biggest firms are predicting intensifying bond losses in emerging markets, where borrowing costs have already soared to the highest in more than 4 years versus US corporate debt. Jeffrey Rosenberg at BlackRock is not convinced we have seen the worst in terms of flows out
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