Most conversations on Europe revolve around the fact that despite weak economies there are equity opportunities from world class companies. But with double-digit returns last year, are investors missing a trick in the fixed income space?
Not convinced by equity rallies but sick of low-yielding bonds? In the absence of a 'great rotation' a third option could appeal – anyone for alpha-generating fixed income?
Lazard has re-opened its Emerging Markets Fund and is waiving the initial charge to encourage new investment.
Alliance Trust increased its dividend by 7% in 2012, its 46th consecutive annual increase, following a year of portfolio restructuring and team consolidation.
Long-term funds attracted their highest monthly inflows in seven years in January, with both bond and equity sales contributing to the strength in numbers, according to Lipper data.
So much for the 'great rotation' from bonds into equities, says Lombard Odier's Karen Guinand and Stephanie Kretz, who envisage a worst case scenario of a mass equity sell off instead.
As equity indices gain traction, investors are selling out of gold exchange-traded funds (ETFs) at quite a pace, according to data provided by Coutts.
Ian Lowes explains how he has benefited from a change of stance towards the banks he chooses as counterparties, returning to those who took a beating in and after 2008.
The average management fee gathered by the funds industry has “fallen dramatically” since 2007 due to the cyclical shift to fixed income products and an inclination toward less expensive funds, according to investment research firm Morningstar.
Esemplia, Legg Mason’s dedicated emerging markets firm, has hired two new senior investment staff.
Real estate will continue to offer attractive yields, but will be outperformed by equities in the growth stakes, according to ING IM.
Consumer trends and not GDP growth should be the key consideration for investors looking to take advantage of opportunities in China, suggest specialist investment firm Matthews Asia.
