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.
Investment
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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.
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bond funds see record sales obama
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.
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commodity kings feel chill as supercycle nears end
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.
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how to maintain growth of past three years
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.
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the positives in zeros should not be ignored
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.
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obamas work has just begun
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.
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we have the technology
There is a new fund management firm on the block and it is pitting itself against Ruffer, Troy and Newton in the multi-asset business.
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centre stage awaits for em corporate debt
Marge Karner explains why she expects the opportunities in emerging market corporate debt to overtake its developed market equivalent within the next five years.
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growth hope fades as uk services slow
Growth in the UK’s dominant service sector slowed to a “marginal pace” in October, adding to concerns that the third quarter’s strong GDP number failed to mark the start of recovery.