Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
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goodbye fiscal sovereignty hello spread narrowing
I hope that 2013 will be a healthy and prosperous one. It has certainly started on a strong footing with equity markets up and credit spreads continuing to narrow. One of the major trends in the bond market has been the decline in the spreads between European peripheral and German government bonds. So now a…
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what do central bankers have common Maradona
M&G's Jim Leaviss says the most powerful tool available to central bankers could be the ability to surprise and shock, meaning they could learn some lessons from footballing legend Diego Maradona…
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allocators tip high yield for 2013 bond returns
High-yield bonds are the most likely area of the fixed-income market to deliver returns during 2013, asset allocators agree, as government and investment-grade debt remain expensive.
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inflation antidotes we can learn from abroad
The erosion of purchasing power is weighing heavy on clients' minds. With liquid assets earning next to nothing, clients are demanding investment solutions that counteract the insidious spectre of inflation.
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rigid structures offer greatest flexibility
As the great and the good shine their crystal balls to wax lyrical about what 2013 will hold, Ian Lowes stands by the view that nobody knows, arguing that portfolio managers therefore need greater flexibility than ever before.
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Perk up your fixed income picks
New year, and with many commentators predicting a renaissance in risk assets it’s time to review your fund holdings… especially your fixed income exposure.
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bond investing in 2013 – a no-brainer
Rising yields in high quality government bonds are not a foregone conclusion, as ING Investment Management's Ad Van Tiggelen explains.
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blackrock purchase of credit suisse etfs
Credit Suisse and BlackRock have today announced a deal which will see the American giant acquire the Swiss firm’s ETF arm by the end of 2013 – a consolidation 7IM's Peter Sleep said will keep fund charges inflated.
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lyxor launches gold mining etf
Lyxor Asset Management has unveiled an exchange-traded fund (ETF) offering exposure to gold mining equities.
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fundamentals strong high yield
Joshua Hughes argues why he sees little reason for change in the attraction of markets for high yield investors in 2013 from last year, with any re-pricing that does kick in being very short term.
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new transparency private equity investors
Investors and portfolio managers need greater transparency in the evaluation of their private equity portfolios. Paul DiBlasi explains how they can find it.