keep calm and carry on investing in commodities
Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.
Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.
Investec Asset Management has launched an emerging markets multi-asset strategy with the hope of offering investors a “one stop shop” solution to EM investing.
Bob Doll, chief equity strategist at BlackRock, says markets will be range-bound for the foreseeable future, with an improvement dependent on policymakers “gaining traction”.
Henry Zhang argues that investors need to broaden their scope when considering China as an investment opportunity, and avoid pulling their money every time it is risk off in markets.
The popularity of ETFs and ETNs which trade in volatility has grown in recent years, though there remain misconceptions about how they work, according to a new research paper from S&P Indices.
Yvonne Mhango points out how the transformation of African agriculture will change as dynamically and importantly as Brazil’s just has, and that China’s industries continue to.
Scopic Research is a research company run by Paul Ilott that provides qualitative ratings on multi-manager funds for those using them directly or recommending them for clients.
Tim Cockerill questions the real value of some sovereign credit default swaps while urging investors to look closely at corporate CDS that only pay out on some, not all tiers of debt.
The correlation of global markets is probably at its highest level ever, but surely not all economies deserve to be treated with equal disdain. So has Brazil’s recent under-performance presented an opportunity to pile in?
Caroline Maurer assesses the structural changes needed for China to resume its medium-term growth plan while adding that once Europe and the US start to stabilise their true lack of impact on China wil be seen.
Christopher Jennings explains why taking a global view can help investment decisions when running a more domestic-focused portfolio.
The exchange-traded funds platform of State Street Global Advisers, SPDR ETFs, has registered a new fixed income product for sale in the UK, the SPDR Barclays Capital 1-3 Year Euro Government Bond.