No signs of bubble in global equities T Rowe Price
Easing equity markets may just be taking a breather, rather than signalling the end of the asset class cycle.
Profiles & Comment
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Seismic waves and semiconductors
Ian McNaught digs into Taiwan’s impact on the global tech industry
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ecus neil staines is the ecb livin on a prayer
The big question is whether or not the ECB will act or whether they are merely living on a prayer.
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Stick or twist for equities
The bull market in equities is more than five years old, with massive injections of liquidity from the worlds central banks, led by the US Federal Reserve, fuelling the rally.
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Party but dont invest like its 1999
As equities across the developed world rallied strongly at the end of last year, Richard Champion explains the dangers of some areas of the market demonstrating behaviour not seen since late 1999.
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a letter from dubai
Dubai is one of the most exciting investment outposts in the emerging world. We have been bullish on this market for some time and, following our recent visit to the region, our thesis remains intact. Dubai is back and is more robust than ever. It is experiencing a real recovery and stocks have re-rated as…
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Return to traditional commercial property drivers
According to Hendersons Marcus Langlands Pearse, the UK commercial property market should normalise further as we go through the year.
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Are star fund managers lucky or talented
Are star fund managers about luck, or talent?
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Behavioural finance lessons from Giggs Guardiola
Claims that Ryan Giggs could become the next Pep Guardiola, illustrate a common behavioural finance error known as the inside view.
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time to get out of credit JP Morgan AM
JP Morgan AM’s William Eigen argues that while there are limited pockets of opportunity in credit, it is time to start leaving it behind.
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Why Kames Capital still prefers US High Yield
Kames Capital is swearing allegiance to the stars and stripes as far as high yield bonds are concerned.
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higher risk emerging markets Titherington
You would expect an emerging market CIO to big-up emerging markets but the contrarian point JP Morgan AM’s Richard Titherington makes is a good one – buy before EMs become obvious “because the obvious thing is almost always wrong”.
