emerging markets facing brighter 2013
The world’s emerging markets took a hit over 2012 as global growth slowed and the eurozone debt crisis continued to drag on exports.
Investment
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2013 modest growth wont lift all boats
In 2012, central banks have been successful in alleviating the market-driven crisis in the funding structure of a range of heavily-indebted European nations.
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why 2013 will be like a chekhov play
It is that time of the year for crystal ball gazing and I find myself looking ahead to 2013 with a similar feeling to the one I get before going to see an Anton Chekhov play at the theatre. You know it will be bleak and some of the players won’t make it to the…
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boost unveils ten new etcs
Boost ETP has listed ten new exchange-traded commodities (ETCs) on the London Stock Exchange, following the launch of another ten products in recent weeks.
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did the gold bull run end in 2012
The soaring price of gold started to ease over the course of 2012, leading some to question if the decade-long bull market for the yellow metal had drawn to a close.
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despite cricketing problems India offer 2013
Jonathan Schiessl describes India's stock market as one of the best performers of this year, and looks ahead to 2013 to see if it can put the disappointment of a Test series defeat to England behind it.
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nothing short of growth
As interest rates remain low, shortening duration is a popular call though care has to be taken about when and what to invest in to make the best of what will probably be a medium-term position.
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building confidence
The problems of gearing in listed and closed-ended property funds are well known, but new funds and structures can offer robust alternatives to the more traditional property funds.
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solid tactics for a liquid list
JLT has been building its name in the discretionary space for the past two years, with its CIO Darryn Lake on a mission to get only the “best of the best” on its fund buy list.
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the horns of a dilemma
Volatile equities and macro concerns have led investors to the perceived safety of fixed income funds, but the next bull market could be right around the corner, if it hasn’t started already.
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advisers look to emerging market debt and equities
According to Barings' latest research, advisers are looking to up their exposure to emerging markets through both equity and fixed income allocations.
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a letter from america
On a recent trip to the US, I met with more than 30 hedge fund managers, mostly operating in equity markets, and came away with a constructive view of where we are in the US recovery cycle.