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.
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.
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?
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.
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.
This year is predicted to be a strong year for risk assets, with the usual caveats about volatility, but as Dart Capital’s team makes clear, fixed interest presents another problem entirely.
When your apprenticeship has been served under one of the City’s legendary figures, you have a lot to live up to. Thankfully for Simon Edelsten, he has learned his craft well.
Given the low interest rate/low bond yield environment, Rob Harley argues that the fixed income strategies we have seen so much of recently coule be in for a torrid ride.
John Husselbee looks at the giant funds of just five years ago and how they are faring today before asking how investment trends will shape the top-ten giant funds of the future.
Valuation is not the only factor pointing to attractive European equity potential at the moment, according to Lazard's portfolio manager Aaron Barnfather.
New kids on the block they may be, but founders of London Wall Partners Nick Fletcher and Jeremy Beckwith have big ideas for their fledgling business in the City, believing they are best placed to give clients what they need post-RDR.
Given the double-digit returns in the Swiss equity market in 2012, Swiss investors are looking back on a good year. Other asset classes such as corporate bonds and real estate delivered strong returns too.
