Investment

  • making the right call on leading indicators

    making the right call on leading indicators

    Like the President of the United States or, eh, Commissioner Gordon in Batman, I often imagine investment heads sat by a big red telephone ready to make that vital call on whether they are yea or nay on risk assets.

  • china monetary conditions will ease only gradually

    china monetary conditions will ease only gradually

    Klaus Bockstaller explains why he thinks emerging market earnings forecasts of 10% for this year are realistic.

  • heartwood adds defensive fund to multi asset range

    heartwood adds defensive fund to multi asset range

    Heartwood Investment Management has expanded its multi-asset fund range with the addition of a defensive proposition.

  • em funds see best january

    em funds see best january

    Emerging Market equity funds have enjoyed the best start to the year, in terms of fund flows, since 2006 as investors’ risk appetite finally returned to the table.

  • why it pays to keep our tech friends virtual

    why it pays to keep our tech friends virtual

    Admit it, its Friday afternoon and the last thing you want to do is read investment commentary. Thats where Twitter, Facebook, Linkedin and the rest come into play.

  • us and europe divergence will fade this year

    us and europe divergence will fade this year

    Tim Drayson argues that the divergence in the European and US business cycles, that traditionally follow each other closely, will fade as we get closer to 2013.

  • How safe are safe havens

    How safe are safe havens

    2011 was a difficult year for investors, but more so because of the sizeable macro risks that had to be considered rather than the impact of negative returns.

  • good news for those prepared to commit

    good news for those prepared to commit

    There is risk in them there hills but, as Lee Robertson argues, for those prepared to be brave and make a positive investment decision, the rewards are there.

  • should investors be worried about oil prices

    should investors be worried about oil prices

    Stephanie Kretz assesses the impact for investors of last summer’s political unrest and the more recent threat of military intervention in the Middle East that have both threatened oil supplies.

  • regulator casts net wider than etfs

    regulator casts net wider than etfs

    The European Securities and Markets Authority has published its long-awaited consultation paper on ETFs, extending proposals to all Ucits vehicles engaging in ETF-like practices.

  • commodity fund allocations same despite turmoil

    commodity fund allocations same despite turmoil

    Commodity managers struggled to even keep up with their benchmarks last year, says Amandine Thierree, yet they are keeping their allocations unchanged, describing 2011 as “just a phase”.

  • morgan stanley issues short term income product

    morgan stanley issues short term income product

    Morgan Stanley has issued a structured product paying an annual income of 5.8% based on the performance of the FTSE 100.