Rather than 2013 being a continuation of a risk on/risk off approach, Keith Skeoch suggests this year investors will start to be more precise about where risk will be rewarded, with a greater empahsis on property and equities.
Henderson Global Investors today denied it had ever had a ‘house view’ in its equities business as it got rid of David Jacob’s CIO role and announced a wider restructure.
China’s economy grew by more than expected during the fourth quarter of 2012, boosting hopes of a nascent recovery in the country’s fortunes.
"Net inflows… have continued at a higher rate than we are comfortable with and we are working to achieve a slowdown to ensure performance is not compromised," a refreshing statement for a fund group?
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.
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…
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…
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.
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.
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.
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.
Rising yields in high quality government bonds are not a foregone conclusion, as ING Investment Management's Ad Van Tiggelen explains.
