Emerging market opportunities remain abundant
Pat Ryan, portfolio manager of the Lazard Global Equity Income Fund, comments on emerging market opportunities despite the slow-down in China and Brazil.
Profiles & Comment
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Japanese elections
Paul Chesson, Head of Japanese Equities at Invesco Perpetual, comments on the Japanese government’s growth strategy
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early bird catches the talent
Turcan Connell Asset Management’s chief investment officer Haig Bathgate explains why he believes investing early in a manager means you will capture their peak performance.
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developed market equities
Despite recent market volatility, there has been little change in macroeconomic indicators with the broad trend remaining one of gentle improvement in the US, Japan and the UK, while activity in most emerging economies is slowing.
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where has all the inflation gone
Bond markets entered June in some disarray, and none more so than US Treasury Inflation-Protected Securities (TIPS).
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oil and oligarchs are not the only fruit
If media headlines were any barometer, you would think good news from Russia as scarce as tomato plantations in the land ruled by General Winter. But you would be wrong: Russia is, in fact, the world’s 11th largest tomato producer, ahead of Mediterranean nations such as Greece.
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High yield in high demand
Thomas Samson, high yield portfolio manager for corporate credit specialist Muzinich & Co., says the recent correction in credit markets which began when Fed Chairman Ben Bernanke signalled quantitative easing may come to an end should benefit investors over the medium to long-term because it will result in higher coupons for new issuers in a…
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using structured products for income
Used constructively, structured products can generate useful income streams for client portfolios, says Ian Lowes, founder of StructuredProductReview.com.
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flooding the market
Armstrong Investment Managers' Patrick Armstrong explains why investing in a substance required by people the globe over, water, is a sure-fire strategy for success.
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the toll of distorting reality
Muzinich & Co's George Muzinich asks what we can expect to see when we come out of the "Fun House" environment we've been in since 2008.
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Structural gains
Structured products are changing, thanks in part to the RDR’s new pricing rules and the development of platforms and it is the investor who will benefit
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Short Term Pain Long Term Gain
Rowan Dartington Signature’s Joe Dyer comments on the importance of a long term economic policy in China.
