PA ANALYSIS EM turnaround talk getting louder
Whispers that now is the time to take a fresh look at emerging markets appear to be developing into shouts this week
Investment
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Artemis de Tusch-Lec outlines six-month strategy
In the next six months the fund manager plans to sell off his most expensive European holdings to make room for US exposure.
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Investecs Stopford cuts income funds bond exposure
Investecs John Stopford is halving the high yield bond exposure of the Diversified Income Fund from one year ago.
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Jupiter aims to profit from investors paradise
Jupiter's Robert Siddles is bullish as firm launches his new fund targeting US small and mid caps
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Barings appoints Dunham head of global aggregates
HSBCs former global bond head, Guy Dunham, has taken on the role of head of global and aggregates at Baring Asset Management.
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Stick or twist for equities
The bull market in equities is more than five years old, with massive injections of liquidity from the worlds central banks, led by the US Federal Reserve, fuelling the rally.
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Party but dont invest like its 1999
As equities across the developed world rallied strongly at the end of last year, Richard Champion explains the dangers of some areas of the market demonstrating behaviour not seen since late 1999.
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a letter from dubai
Dubai is one of the most exciting investment outposts in the emerging world. We have been bullish on this market for some time and, following our recent visit to the region, our thesis remains intact. Dubai is back and is more robust than ever. It is experiencing a real recovery and stocks have re-rated as…
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Gold investors may have already seen 2014 high
According to Metals Focus, gold is not expected to trade higher than $1,375/oz in 2014.
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Return to traditional commercial property drivers
According to Hendersons Marcus Langlands Pearse, the UK commercial property market should normalise further as we go through the year.
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HSBC appoints new global bond team head
Ernst Osiander has taken the reins of HSBCs global bond team, replacing Guy Dunham.
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Draghi opens door to rate cuts BAML says
Draghi’s latest comments indicate a near term cut now more likely than not, in the view of Bank of America Merrill Lynch.