wake-up call needed as fiscal fatigue hits
There are increasing signs that politicians are experiencing fiscal fatigue. However, government finances continue to deteriorate as debt rises relative to national income.
Investment
-
-
absolute return neuberger berman
Neuberger Berman has launched a multi-manager Ucits fund targeting an absolute return, replicating a similar strategy run in the US for the past 18 months.
-
Tulloch and Lau Asia can capitalise on weaknesses
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
-
Is retail property ripe for a boom
With the property sector posting its strongest quarterly returns in three years and retail sales and wages on the up, are the foundations being laid for a retail property boom?
-
high yield support convertibles
In a reversal of fortune, economic headwinds are triumphing over increasingly popular high yield bonds as investors ready themselves for a rising interest rate environment.
-
Schroder Income and Growth rejigs exposure
Schroder Income Growth trust manager Sue Noffke has been reducing her exposure to large cap defensives in favour of undervalued mid cap names.
-
Investors should prowl Tiger for alpha not beta
What's in store for China after the disappointments of 2013?
-
Positivity around Europe hits six year high
Sentiment towards European equities has reached a six-year high, according to the Bank of America Merrill Lynch Fund Manager Survey for October.
-
Gold Tumbling like it is 1982
Gold has had torrid time of late, but is it about to change?
-
global best emerging markets
Emerging market equities have been suffering from investorss’ sell-off mindset for several months but where to next? Stay put or look elsewhere?
-
Edinburgh investment trust reshuffle woodford exit
The board of Edinburgh Investment Trust may be “sympathetic” to management proposals from Invesco Perpetual if they centre around its new UK equity head, though analysts have said the fund’s mandate could be tweaked if Mark Barnett takes the helm.
-
The land of the rising sun sex and other hot Topix
You may have read a Sunday paper's take on how young Japanese people are holding off having babies, but putting the well-worn debates about demographics to one side, can investors really 'play safe' in Japan?
