rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
One of the best maxims concerning financial markets is to be always distrustful of a consensus.
As property transactions, valuations and relevance to investors are all on the rise, intermediaries are showing greater interest in the asset class without actually buying into it. What is stopping them?
Last year was the best year for US equity investors since 1995, so Paul Quinsee looks at whether the US has run its course or whether investors should choose between a growth and a value path fro new US equity investing.
Now we are exiting the worst of the eurozone financial crisis, Dan Ison argues it is also time to stop differentiating between a European ‘periphery and core.
Large cap mining companies, such as Rio Tinto, GlenCore and BHP Billiton, are looking very attractive investments at the moment and could be at an important turning point.
Large cap mining companies, such as Rio Tinto, GlenCore and BHP Billiton, are looking very attractive investments at the moment and could be at an important turning point.
Bond markets have enjoyed a bull run over the past 30 years, largely supported by both falling interest rates and inflation and, since 2008, loose monetary policy.
New regulatory requirements are improving the quality of the European market for asset-backed securities.
Two one-hundred-year bonds have been introduced in the past week but is there a benefit to an investment with a time horizon that will outlast every wealth manager client?
As we enter 2014‚ spread levels across developed credit markets are tighter than they have been since the third quarter of 2007 showing the extent to which spreads have now retraced since the global financial crisis.
A year ago today, the picture on the UK high street looked extremely gloomy as HMV followed a string of high profile closures and confirmed its shares were being suspended from the London Stock Exchange.