chinese equities face six month wait for recovery
Investor sentiment towards China will stay bearish for the next few months as the country’s economic outlook is set to remain challenging, the head of China A-shares research at Schroders argues.
Investment
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india good growth bad growth
Sunil Asnani explains why economic growth alone has largely disappointed investors in India suggesting a more profitable, positive strategy for future investment.
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india good growth bad growth
Sunil Asnani looks at the long list of growth opportunities in India that have largely disappointed investors and, after confirming top-line growth alone is not enough, suggests what a more successful Indian investment strategy would be.
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marsico backs off global growth theme for us fund
Following the release last week of the non-farm payroll employment figures, Tom Marsico reveals how he is positioning his fund given the improvement – abeit slow – in the US economy.
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Asset allocation with hindsight available from SIG
The Structured Investment Group has launched its first growth plan that divides its asset allocation between four indices at maturity.
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Would you ditch multi asset funds
Fund groups are pouring their resources into the multi-asset revolution, but are these funds a triumph of innovation or just another flex of their marketing muscle?
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Triple your money on a Romney win
As the only graduate I know with an American Government degree, Bill Dinning is ideally placed to give his view on the progress of the US election campaign so far as well as his thoughts on what the potential outcomes could mean for investors.
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Witans Bell elected as aic chairman
Witan Investment Trust chief Andrew Bell has been elected as the next chairman of the AIC following the completion of two years in office from the current incumbent Sarah Bates.
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not even german bunds offer a safe haven
Germany's role as the wealthy relative of Europe means if anyone is going to be called on to backstop the eurozone crisis it will. For this reason investing in German bunds is a folly, says Swiss & Global's Stefan Angele.
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a coherent argument against qe
Robert Farago questions the effectiveness of quantitative easing in the current economic climate, citing other Fed bankers and OECD economists' arguments, before looking at what this all means for his asset allocation.
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equities are my preferred asset class renouf
George Renouf details his argument that quality companies will adapt to whatever economies throw at them so equities are still his asset class of choice.
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Samaran leaves Man Investments for Source
ETP specialist Source has hired a new head of investment content to oversee its product design from external providers.
