Shadow remains over European recovery
Expect a slow global recovery with US accelerating as further growth drivers emerge
Profiles & Comment
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Ashmore sees a return to rationality
Going into 2014 a stronger US and EM crisis were the key market drivers – both now appear to be unwinding
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Tides turning for EM and DM worlds
At a time when emerging markets appear to be losing their two pillars of support – QE being withdrawn and China growth weakening, the US growth picture is also showing signs of cracks.
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Benefits of China ending IPO ban
Now the global economy is showing signs of sustainability to the post-financial crisis recovery, so too is the private equity industry.
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The wheels coming off EM currencies
Some emerging markets have found themselves wobbling in recent weeks‚ following a long period of hitching themselves to the loose monetary policy of the Federal Reserve. They face the choice of hanging on (by raising rates) or letting go (allowing their currency to depreciate) but neither of these options will be pain-free.
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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.
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Difficult to argue with the bulls
One of the best maxims concerning financial markets is to be always distrustful of a consensus.
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Property still a case of just looking
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?
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US set best for growth or a value this year
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.
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Europe 2014 long sangria short champagne Ison
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.
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a new catalyst for large cap mining
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.
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a new catalyst for large cap mining
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.
