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Investment
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barclays champions long term china play
Direct exposure to China deserves a place in most long-term portfolios despite the recent underperformance of the country’s companies, Barclay’s Kevin Gardiner argues.
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watson view on Europe past the worst
Rupert Watson expects the positive growth in Europe in the second half of this year to carry on through 2013 bosted by a return in confidence in the region.
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the most precious of investments
It's clear that the very largest of GEM funds are still considered the creme de la creme of emerging market investments, but it's for good reason.
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manufacturing growth offers china recovery hope
New figures suggesting Chinese manufacturing activity expanded for the first time in over a year offer hope that the world’s second largest economy is in the midst of a genuine recovery.
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weak yen provides boost for Japan equities
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.
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the answer to inflation income security concerns
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.
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gilts have little yield but less competition
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.
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Why investors should stick with government bonds
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.
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investors stick by nonsensical allocation
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.
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investors need to get used to short term losses
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.
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advisers ignorant of structured products
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.