Are em equities really so undervalued
My mum knows next to nothing about economics, but even she recognises that China and India are on the growth path. So why do professional investors still think emerging markets are undervalued?
Investment
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European equities got further to rally
Valuation is not the only factor pointing to attractive European equity potential at the moment, according to Lazard's portfolio manager Aaron Barnfather.
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Two senior appointments at ACPI
Wealth manager ACPI has made two senior appointments as it looks to develop its core private client and fixed income offerings.
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Overpriced bonds
The number of UK-based investment professionals who feel corporate bonds are overpriced has doubled in the past year.
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Odey launches Ucits version of European hedge fund
Odey Asset Management is to launch a Ucits version of its flagship European hedge fund strategy.
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why EM Asia not EM high beta play
In his look at 2013, Johan Jooste picked out high beta stocks over defensives as the economic picture improves. Here he explains why Asian emerging markets are faring better than most.
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new kids on the block
New kids on the block they may be, but founders of London Wall Partners Nick Fletcher and Jeremy Beckwith have big ideas for their fledgling business in the City, believing they are best placed to give clients what they need post-RDR.
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the Swiss economy is seeing double
Given the double-digit returns in the Swiss equity market in 2012, Swiss investors are looking back on a good year. Other asset classes such as corporate bonds and real estate delivered strong returns too.
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Bond Fund braced for volatile 2013
Emerging market debt and liquid assets are the order of the day for Legg Mason’s Global Multi Strategy Bond Fund as the manager prepares for a volatile 2013 in credit markets.
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aquila capital targets risk parity bond strategy
Aquila Capital has announced its intention to launch a Risk Parity Bond Strategy for investors looking to diversify and counterbalance their exiting fixed income exposures.
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Lost decade for equities
UK equities remain a force to be reckoned with despite a degree of negative sentiment towards the market, according to both fund managers and pickers.
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second time round tough political leaders
A number of political leaders are in their second stint of power with others hoping to join them so Patrick Schotanus examines whether the pressures they saw first time around are abating or still a-biting.