food business can satisfy investors hunger
Barings' Marino Valensise explains why a growing and hungry world population makes a compelling investment case for soft commodities and farmland.
Profiles & Comment
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a letter from chile
Taking a look at Latin America’s investment trends in mutual funds, over time we can see how Chile has been a reference for markets like Colombia, Peru and Mexico. So what can it teach us?
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equities real estate are asset calls
Rather than 2013 being a continuation of a risk on/risk off approach, Keith Skeoch suggests this year investors will start to be more precise about where risk will be rewarded, with a greater empahsis on property and equities.
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goodbye fiscal sovereignty hello spread narrowing
I hope that 2013 will be a healthy and prosperous one. It has certainly started on a strong footing with equity markets up and credit spreads continuing to narrow. One of the major trends in the bond market has been the decline in the spreads between European peripheral and German government bonds. So now a…
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what do central bankers have common Maradona
M&G's Jim Leaviss says the most powerful tool available to central bankers could be the ability to surprise and shock, meaning they could learn some lessons from footballing legend Diego Maradona…
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inflation antidotes we can learn from abroad
The erosion of purchasing power is weighing heavy on clients' minds. With liquid assets earning next to nothing, clients are demanding investment solutions that counteract the insidious spectre of inflation.
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rigid structures offer greatest flexibility
As the great and the good shine their crystal balls to wax lyrical about what 2013 will hold, Ian Lowes stands by the view that nobody knows, arguing that portfolio managers therefore need greater flexibility than ever before.
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bond investing in 2013 – a no-brainer
Rising yields in high quality government bonds are not a foregone conclusion, as ING Investment Management's Ad Van Tiggelen explains.
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fundamentals strong high yield
Joshua Hughes argues why he sees little reason for change in the attraction of markets for high yield investors in 2013 from last year, with any re-pricing that does kick in being very short term.
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new transparency private equity investors
Investors and portfolio managers need greater transparency in the evaluation of their private equity portfolios. Paul DiBlasi explains how they can find it.
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growth dividends income emerging markets
While fully aware of the risks involved, Sophia Whitbread is bullish about the long-term income opportunities in emergign markets, South America in particular.
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politicians the biggest risk to US markets in 2013
Thomas Becket describes President Obama's deal over the New Year's Day tax cuts as a pyrrhic victory as the arguments have merely been delayed until February.
