let the data do the talking
Invesco Perpetual's Stuart Edwards, provides his outlook for global bond markets.
Investment
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end of summer asset allocation
PSigma Investment Management's Thomas Becket discusses the changes witnessed in markets during August and how this has informed his thoughts on asset allocation.
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pa analysis defensive portfolios alternatives
Active management during the first half of the year – most notably in the period around Ben Bernanke’s comments on the tapering of QE on 22 May – contributed to portfolio managers ending the period up despite most markets falling.
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calls you could be missing out on
Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.
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no easy wins in equities
Leigh Harrison, head of equities at Threadneedle, says investors must be careful to ensure the search for yield does not become a scramble.
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chinese whispers distort the big picture
The rapid growth in Asia’s economy over the past few years has been accompanied by an increase in the region’s sphere of influence. It is fair to say that over the past few years the pace of development across much of Asia has been palpable, particularly in the region’s largest economy, China.
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structured product providers know customer
StructuredProductReview.com's Ian Lowes says while there could be greater innovation in the structured product market, it is investors' lack of risk appetite dictating the the terms on offer.
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Is traditional fixed income dead
Caution still prevails for many investors, but the traditional fixed income asset classes of sovereign and corporate debt couldn't be more out of favour.
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tiers for fears
Dion Global Solutions' Steve Martin discusses the advantages of devising model portfolios with multiple tiers of investment products, so wealth managers don't have to scrimp on personalised service for their clients.
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what they want is what they get
David Hambidge explains why a full range of alternative investments alongside the traditional asset classes is needed to give clients what they want.
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soc gen walker crips structured product
Walker Crips Structured Investments is to be the plan manager for a range of four new structured products designed by Société Générale and available exclusively to UK intermediaries.
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the great escape
PSigma Investment Management's Thomas Becket, analyses the turn in sentiment towards the UK and whether this is stems from a genuine economic improvement, or a short-term burst of good news.