rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
Investment
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WisdomTree to expand into UK and Europe
US-based asset manager WisdomTree Investments is expanding into Europe through a majority investment in UK ETP provider Boost.
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Markets that its too late to sell
It’s time for celebration in China as we welcome in the Year of the Horse. The question for investors is has the horse already bolted in the Asian equity growth story‚ at least in the short term?
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great rotation is a fallacy
The great rotation from fixed income assets into equities is a fallacy, and post-tapering money moved out of bonds funds has largely made its way into cash or equivalents such as short-dated bonds, says Pimco.
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Vanguard offers global short-term bond index fund
The fund is aimed at investors seeking to diversify and manage volatility in their bond portfolios.
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Difficult to argue with the bulls
One of the best maxims concerning financial markets is to be always distrustful of a consensus.
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This year is 2013 in slow motion
Stephanie Flanders, chief market strategist for UK & Europe at JP Morgan Asset Management (JPMAM), is expecting 2014 to be 2013 in slow motion for equities and fixed income.
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Muzinich outlines credit themes for 2014
High yield bonds are likely to outperform sovereign and investment grade credit again in 2014.
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BlackRock new emerging market fund
BlackRocks newest multi-asset fund is designed to deliver equity-like returns for emerging market investors.
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Property still a case of just looking
As property transactions, valuations and relevance to investors are all on the rise, intermediaries are showing greater interest in the asset class without actually buying into it. What is stopping them?
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Stars of 2013 equity funds top net retails sales
Latest IMA stats unveil the clear winners in net retail fund sales for 2013.
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US set best for growth or a value this year
Last year was the best year for US equity investors since 1995, so Paul Quinsee looks at whether the US has run its course or whether investors should choose between a growth and a value path fro new US equity investing.
