Investors turning bullish is a sign to be wary
Nigel Cuming has good investment and macro reasons to have a higher weighting to equities but explains why he is still loathe to up his allocation at the moment.
Investment
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bnp paribas makes senior em fixed income hires
BNP Paribas Investment Partners has recruited four emerging market fixed income portfolio managers from State Street Global Advisors.
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gdp accepted but imperfect economic measure
A country's gross domestic product is the accepted measure of its economic strength but John Husselbee argues this is too narrow a focus and should be broadened.
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Barings replaces head of Asian equities
Barings has appointed Hyung Jin Lee as its new head of Asian equities.
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A more adventurous approach to fixed income
That investors are still flocking to fixed income is nothing new, but what funds they are using to access this asset class warrants further analysis.
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Opportunities to come from policy inaction
Nick Gartside explains why his focus is now back to where it was at the beginning of the year, on the outlook for growth and problems in the eurozone.
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Opportunities to come from policy inaction
Nick Gartside's explains why his focus is now back where it was at the beginning of the year, on the outlook for growth and problems in the eurozone.
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Pinggera joins four capital partners
Former Insight manager Michael Pinggera has joined UK equity specialist boutique Four Capital Partners to head up a new multi-strategy proposition.
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bull market to hold steady
BlackRock's Bob Doll predicts stocks will continue to outperform cash and treasuries in the next 12 months, but adds the bull market will need some further prodding to truly take off.
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japans conflict with china
Courtiers' CIO, Gary Reynolds, says Japan's conflict with China over the Senkaku Islands is far from his prime concern when it comes to investing (or in his case not investing) in the country.
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ecb becomes a political animal
M&G's Richard Woolnough outlines potential consequences of the ECB's latest bond-purchasing plan, not least its apparent morphing from central bank to centre for politics.
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introducing the four horsemen
Kames’ Bill Dining says a healthy cynicism about the efficacy and motives of policymakers has led him to cast Mario Draghi, Mervyn King, Ben Bernanke and governor of the central bank of Israel, Stanley Fischer, as the villains of the piece.