watson view on Europe past the worst
Rupert Watson expects the positive growth in Europe in the second half of this year to carry on through 2013 bosted by a return in confidence in the region.
Profiles & Comment
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weak yen provides boost for Japan equities
Stewart Richardson suggests the recent fall in US equities and continued weakness of the Japanese currency has set up a great opportunity for a yen/dollar play through currency hedged Japanese equity investments.
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the answer to inflation income security concerns
As a diversifier away from equities alone infrastructure offers investors a great deal but, as Caroline Shaw argues, it is its qualities as a real asset that makes it stand out even further.
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commodity kings feel chill as supercycle nears end
After a decade's headwind, Mark Rider has identified a momentum shift in the commodities super cycle with prices likely to fall gradually for the next decade alongside weaker demand and supply.
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how to maintain growth of past three years
Ian Lowes asks why more intermediaries do not take advantage of products that are structured in such a way as to have returned 33% in the past three years when we are in a 'lower for longer' investment environment.
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the positives in zeros should not be ignored
The image conjured up by the word 'zeros' is hardly positive, exciting or vibrant and does little to spark an investor's interest, but there are positive returns to be had alongside some useful tax efficiencies.
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obamas work has just begun
Last night saw Barack Obama win a second term as US president, overcoming criticism over his handling of the economy and strong competition from Republican candidate Mitt Romney.
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we have the technology
There is a new fund management firm on the block and it is pitting itself against Ruffer, Troy and Newton in the multi-asset business.
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centre stage awaits for em corporate debt
Marge Karner explains why she expects the opportunities in emerging market corporate debt to overtake its developed market equivalent within the next five years.
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Benefits to be had from climate change imbalance
Tim Cockerill names his standout fund picks to take advantage of what he hopes will be a renewed emphasis of governments to tackle climate change.
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why the vix is low but volatility remains high
The most trusted measure of volatility, the Vix also known as the ‘fear index’ fell to a five-year low this summer. Most commentators predict a more turbulent end to the year, but investors can take steps to protect against volatile markets.
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bespoke is not always best
Whitechurch Securities' Gavin Haynes explains why running a bespoke service does not benefit your business or, for that matter, your clients.
