a bit of a fright
Twenty Four Asset Management's John Magrath takes a look at asset-backed securities, out of favour since the financial crisis, but perhaps also widely misunderstood.
Profiles & Comment
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tackling the taper
Ashburton's head of asset allocation, Tristan Hanson, turns his attention to the biggest issue of the day – the idea of the Federal Reserve tapering QE and the effect it will have on markets as and when it happens.
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Softening Growth Raises Investor Concerns
Russ Koesterich, BlackRock’s chief investment strategist, explores the reasons for the recent increase in volatility and why investors should be more concerned about slower economic growth than potential tightening of monetary policy.
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the grand old duke of markets
North Investment Partners' John Husselbee says defensive sectors that have led the way in the equities rally could very well lead the way back down again.
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swiss specialist propelling innovation
Alken Asset Management's Antoine Badel looks at the Swiss stock behind the efficiency of the latest bank on the UK high street – Metro Bank.
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why financials have further to go
Polar Capital's John Yakas and Nick Brind argue the case for financials, predicting a return to the high-yielding tradition of the sector.
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letter to carney eight top tips
Old Mutual Global Investors' Stewart Cowley, gives Mark Carney some 'friendly' advice ahead of his formal start at the Bank of England at the start of July.
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no longer cheap not yet expensive
L&G's Lars Kreckel thinks it is no use denying it any longer: equities are in a bull market. After all, what else can you call it when global equities are up 120% over four years?
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the race between the two asian giants is on
Asia is an attractive environment for investors, offering a mix of developing and well-established markets that give investors an abundance of options and strategies from which to draw on.
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gold tumble tests strength of the floor
Coutts' Gary Dugan explains why keeping an eye on momentum will be crucial for holders of gold in the coming weeks, although the metal's continued journey south is by no means certain.
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Dissecting the Rally What Sectors Look Attractive
Russ Russ Koesterich, BlackRock's Chief Investment Strategist,takes a look at the most attractive sectors in the current market and discusses how this market rally differs from those in the past.
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end of the bond party could get violent
Gatemore Capital Management's Liad Meidar looks at the dangers of inflation around the corner and what this could mean for the unsustainable bond party.
