russia undervalued but not trough level
Russia is a market that is priced on perception and sentiment rather than fundamentals. Douglas Helfer explains where the mispriced assets are and how to take best advantage of them.
Investment
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aiming at equities outside traditional grounds
Investors have continued with their move away from bonds and towards equities, raising questions about where opportunities can be found given the uncertain climate.
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online reader survey Amazon voucher
Fill out the Portfolio Adviser online readers' survey for your chance to win a £500 Amazon voucher
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barclays champions long term china play
Direct exposure to China deserves a place in most long-term portfolios despite the recent underperformance of the country’s companies, Barclay’s Kevin Gardiner argues.
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watson view on Europe past the worst
Rupert Watson expects the positive growth in Europe in the second half of this year to carry on through 2013 bosted by a return in confidence in the region.
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the most precious of investments
It's clear that the very largest of GEM funds are still considered the creme de la creme of emerging market investments, but it's for good reason.
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manufacturing growth offers china recovery hope
New figures suggesting Chinese manufacturing activity expanded for the first time in over a year offer hope that the world’s second largest economy is in the midst of a genuine recovery.
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weak yen provides boost for Japan equities
Stewart Richardson suggests the recent fall in US equities and continued weakness of the Japanese currency has set up a great opportunity for a yen/dollar play through currency hedged Japanese equity investments.
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the answer to inflation income security concerns
As a diversifier away from equities alone infrastructure offers investors a great deal but, as Caroline Shaw argues, it is its qualities as a real asset that makes it stand out even further.
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Why investors should stick with government bonds
Government bonds may be overvalued, but positive momentum continues, sentiment is oversold and the economic climate is favourable, according to Kleinwort Benson’s CIO Mouhammed Choukeir.
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advisers ignorant of structured products
The 43% gain of the Barclays Target Growth Plan over the past three years is further evidence that those who have completely dismissed the structured product sector have done themselves and their clients a disservice, according to Ian Lowes, managing director of Lowes Financial Management.
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bond funds see record sales obama
Flows into bond funds hit a record high last week as investors digested the US election result and decided the worst was far from over, according to EPFR Global.
