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.
Investment
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two points of view global macro
Paul Jeffries, head of UK institutional business at Permal Group and Andrew Ford, absolute return investment specialist at SLI, duel it out over global macro and the best way to implement it.
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four themes that will not help you manage money
Rather than another outlook piece on investment trends for 2013, here are four things to consider as we approach 2013 that will impact on portfolio strategies but that are not strategies themselves.
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trading places
A year into his role, Kleinwort Benson’s chief investment officer outlines his philosophies, including why gauging valuation and being contrarian is key to getting the most from the asset class mix.
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dont be the only scrooge left standing
It was the night before Christmas; a solitary figure shuffled through the fast emptying streets around the Bank of England. The Christmas parties were coming to a close…
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boost launches new triple-leveraged etps
Boost ETP has listed eight exchange traded products (ETPs) on the London Stock Exchange offering triple-leveraged and short exposure to some of the most closely followed markets.
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tip for investors benefit sideways markets 2013
Research from Ian Lowes shows advisers have taken advantage of a range of differently structured products to benefit from flat markets, a trend he expects to coninue into next year.
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the worry about growing risk aversion
It is clear that consumer aversion to risk is gaining ground, which is having an impact on their investment growth potential.
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henderson starts multi-asset push
Henderson Global Investors has recruited James de Bunsen for its multi-asset team following last week's announcement Tony Lanning would be leaving the firm.
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gold to reach 2000 in 2013 says bofa ml
Bank of America Merrill Lynch (BofA ML) expects gold to reach $2,000/oz during 2013 on the back of continued monetary easing.
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ucis unregulated but not unnecessary
Piers Denne argues that while the FSA may be right in having its spotlight firmly on Ucis propositions, it is wrong to tar all such strategies with the same unfavourable brush.
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mr kranefuss new etf proposition must be different
On the face of it the arrival of yet another new ETF provider is not good news and goes against the trend of providers closing products, with at least two providers already up for sale.