Outside the bubble
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.
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.
A number of political leaders are in their second stint of power with others hoping to join them so Patrick Schotanus examines whether the pressures they saw first time around are abating or still a-biting.
Exchange-traded products now hold more than $2trn in AUM with product and structural changes largely driven from the more mature US market. The pace of that change, argues Hector McNeill, is about to quicken up and be led instead by Europe.
Ian Lowes, founder of StructuredProductReview.com, explains the attraction of defensive plans even in the face of a bullish market.
Mario Draghi may have saved the euro back in July but Derry Pickford argues that a sense of crisis still pervades European politics.
As risk moves on and off the investor menu, gold is often a major benefactor or loser respectively. To combat this should you invest in a small but agile fund or a giant with long term attractive returns?