Act now to protect against inflation
The threat of high inflation has been a talking point for several months now, perhaps years, but how can you actually protect your portfolio from potential price rises?
Macro Views
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Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
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two points of view global macro
Paul Jeffries, head of UK institutional business at Permal Group and Andrew Ford, absolute return investment specialist at SLI, duel it out over global macro and the best way to implement it.
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four themes that will not help you manage money
Rather than another outlook piece on investment trends for 2013, here are four things to consider as we approach 2013 that will impact on portfolio strategies but that are not strategies themselves.
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growth hope fades as uk services slow
Growth in the UK’s dominant service sector slowed to a “marginal pace” in October, adding to concerns that the third quarter’s strong GDP number failed to mark the start of recovery.
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capital economics subdued growth in 2013
Global growth will most likely remain subdued over the course of 2013 despite the apparent bright spot of the US, a leading macroeconomic forecasting consultancy warns.
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liontrust adds RDR share class to macro funds
Liontrust is adding an institutional share class to two of its range of Macro Funds.
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how the piigs could muck in with eurozone 2012
The eurozone is seemingly on its last legs, all else has failed so why not host a PIIGS Euro 2012 fundraiser jamboree?
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one year on and a fresh narrative for japan
Next week Japan will mark the first anniversary of the passing of 16,000 lives, with many more lives ruined and a mammoth undertaking ahead still to rebuild its east coast.
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making the right call on leading indicators
Like the President of the United States or, eh, Commissioner Gordon in Batman, I often imagine investment heads sat by a big red telephone ready to make that vital call on whether they are yea or nay on risk assets.
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No performance fee on new global macro Ucits fund
Tideway Investment Partners are launching the Global Navigator All Weather fund, a Ucits IV vehicle.
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Hedgies believe global macro will outperform in 2012
Global macro strategies will deliver the best returns in 2012, predict hedge fund managers.