Stewart Richardson suggests the recent fall in US equities and continued weakness of the Japanese currency has set up a great opportunity for a yen/dollar play through currency hedged Japanese equity investments.
As a diversifier away from equities alone infrastructure offers investors a great deal but, as Caroline Shaw argues, it is its qualities as a real asset that makes it stand out even further.
Outwardly it may not make sense for investors to continue ploughing money into government bonds, particularly gilts, but given the lack of any strong, reliable, steady – dare I say 'safe' – alternative they will continue to thrive.
Government bonds may be overvalued, but positive momentum continues, sentiment is oversold and the economic climate is favourable, according to Kleinwort Benson’s CIO Mouhammed Choukeir.
European investors are overwhelmingly planning to stick by government bonds over the next 12 months even as they predict negative return potential from the asset in the region over the next five years.
Inflation is likely to erode gilt and cash returns for some time yet so Andrew Bell urges investors to change their investment approach to avoid the impending decline in their purchasing power.
The 43% gain of the Barclays Target Growth Plan over the past three years is further evidence that those who have completely dismissed the structured product sector have done themselves and their clients a disservice, according to Ian Lowes, managing director of Lowes Financial Management.
Flows into bond funds hit a record high last week as investors digested the US election result and decided the worst was far from over, according to EPFR Global.
After a decade's headwind, Mark Rider has identified a momentum shift in the commodities super cycle with prices likely to fall gradually for the next decade alongside weaker demand and supply.
Ian Lowes asks why more intermediaries do not take advantage of products that are structured in such a way as to have returned 33% in the past three years when we are in a 'lower for longer' investment environment.
The image conjured up by the word 'zeros' is hardly positive, exciting or vibrant and does little to spark an investor's interest, but there are positive returns to be had alongside some useful tax efficiencies.
Last night saw Barack Obama win a second term as US president, overcoming criticism over his handling of the economy and strong competition from Republican candidate Mitt Romney.
