its simple advice japan
Coutts' Gary Dugan, Chief Investment Officer for Asia and the Middle East, sees Japan as a one-way bet, following drastic moves taken by its Central Bank last week. But can the market rally continue apace?
Profiles & Comment
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boj shows real change of thinking Gibbs
The Policy Board of the Bank of Japan may have had a very encouraging first meeting under its new Governor though, as Nathan Gibbs argues, it is ongoing structural reform and government policy that will drive any sustainable economic improvement.
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equities least ugly competition
Ian Heslop has seen equity markets have good five-year periods plenty of times before so here he assesses where next – are we at the start of a fully-fledged bull run or on the edge of another bumpy ride?
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ten years on gold inflexion
Today is the tenth anniversary of the first gold ETP so Nik Bienkowski looks back, particularly at the past two years that have seen gold prices plummet, to second-guess what the next ten might witness.
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bens ketchup and fizzy drinks husselbee
Those commenting on Warren Buffett under-performing the S&P 500 – for just the ninth time in just shy of half a century – prove once again, as John Husselbee argues, the fallacy of a short-term outlook.
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overseas investing property London
London offers prime property investments for those with the cash to afford them though Ruby Dalal says that these same – largely overseas – investors are also spreading their search into the regions as they look for answers to very specific needs.
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risk mitigation key for bond allocation
Eric Holt looks at the outlook for sterling fixed income and explains why he sees risk mitigation as central to any fixed income allocation.
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fatca clock ticks on uncertain regulations
Colin Camp explains the implications of Foreign Financial Institutions not signing an agreement over FATCA with the IRS by the end of this year even though the final regulations have left plenty of uncertainty.
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dont get carried away by ytd equity rally
Our in-house quantitative signals show that on a relative basis, Europe ex UK and emerging market equities may be lagging in terms of seeing more numerous earnings upgrades.
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strong nerves required
Most conversations on Europe revolve around the fact that despite weak economies there are equity opportunities from world class companies. But with double-digit returns last year, are investors missing a trick in the fixed income space?
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protect portfolios from mass equity
So much for the 'great rotation' from bonds into equities, says Lombard Odier's Karen Guinand and Stephanie Kretz, who envisage a worst case scenario of a mass equity sell off instead.
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clearly defined structure
Ian Lowes explains how he has benefited from a change of stance towards the banks he chooses as counterparties, returning to those who took a beating in and after 2008.