12/14/2015
A revision in Japan’s gross domestic product (GDP) data last week tallies with our own positive ‘top down’ view on Japanese equities, highlighted in our Investment Outlook 2016, which was released last week.
12/14/2015
Which four letter word still has an amazing capacity to cause offence, anxiety and aggravation ? In the world of investment, that word would have to be R-I-S-K.
12/14/2015
It may be too late for most institutional investors to avoid taking a bath on their fossil fuel portfolios.
12/11/2015
Gamble’s stint at Credit Suisse lasted a full seven years before he moved to Deutsche Bank in 2010.
12/11/2015
Today Robin Parbook shares his 2016 outlook for Asia ex Japan Equities and explains why his preferred areas for investment are companies with strong cash flows and, in this low earnings growth environment, low cost producers that also have a flexible cost
12/10/2015
The Federal Reserve appears ready to raise interest rates next week. Bond investors fear that could pummel their portfolios. We’re not so sure—and we think moving to the sidelines now is a bad idea.
12/09/2015
Generation Z: a Zeitgeist of Zombies? by Toby Birch
Much effort is expended by marketing companies to deduce the needs and desires of each generation. In doing so their advertising methods and content can be channelled and targeted accordingly.
12/09/2015
Schroders
12/09/2015
John Looby, Portfolio Manager with the Dublin-based asset management boutique Kleinwort Benson Investors, has highlighted the dangers of constructing concentrated portfolios in the Small Cap space, and the benefits of building a dividend oriented exposure
12/09/2015
The observation from Nigel Green, the founder and CEO of deVere Group, comes after the U.S. Republican presidential candidate sparked worldwide controversy by announcing he wants to ban Muslims entering the United States.
12/09/2015
Impact of digital technology and price pressures
12/08/2015
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
12/08/2015
The Lone Ranger - Janet Yellen
12/08/2015
In a further attempt to foster eurozone growth, the ECB announced it was dropping the deposit rate, extending its bond-purchase programme, and promised more asset purchases. The scale of the announcement disappointed some investors, however Stuart Mitchel
12/08/2015
Allan Conway, Head of Emerging Market Equities, shares his thoughts for 2016 - highlighting the signposts investors should look for as drivers of emerging markets equity performance in 2016.
12/08/2015
“This past year saw some big swings in financial markets, driven more by sentiment than any significant change in the economic fundamentals. We think any lingering gloom is likely to clear up as we head into 2016 and believe global growth will be s
12/07/2015
Investors had hoped for a great deal more new cash to be injected into the financial system than will now be the case.
12/07/2015
“Do not arouse the wrath of the great and powerful Oz ! ..Pay no attention to that man behind the curtain.”- The Wizard of Oz.
12/06/2015
I grew up in a physical world, and I speak English. The next generation is growing up in a digital world, and they speak social. Angela Ahrendts
12/04/2015
Schroders' Alex Tedder, Head of Global Equities, shares his views on the outlook for 2016
While the macroeconomic outlook for 2016 looks uncertain for global equities, Alex finds reasons to be bullish...