Chris Iggo explains why the argument for bond yields remaining low are the same for corporate earnings growth being disappointing which explains why there is unlikely to be any shift out of bonds into equities.
Whether it is a soft or hard landing for the giant of the east, one certainty is there will be no cruising. Economists and fund pickers alike are exercising caution, and here is why…
Pavel Gagarin explains the benefits to companies who set up business in Russia through one of its Special Economic Zones, and how, though not without risk, they can realise a competitive advantage.
Central bankers share the same 'the only way is down' feeling that Felix Baumgartner did when he stood 120,000 feet above the earth's surface last Sunday – will the outcome for Mervyn King be as successful?
Sunil Asnani explains why economic growth alone has largely disappointed investors in India suggesting a more profitable, positive strategy for future investment.
Sunil Asnani looks at the long list of growth opportunities in India that have largely disappointed investors and, after confirming top-line growth alone is not enough, suggests what a more successful Indian investment strategy would be.
Following the release last week of the non-farm payroll employment figures, Tom Marsico reveals how he is positioning his fund given the improvement – abeit slow – in the US economy.
As the only graduate I know with an American Government degree, Bill Dinning is ideally placed to give his view on the progress of the US election campaign so far as well as his thoughts on what the potential outcomes could mean for investors.
Germany's role as the wealthy relative of Europe means if anyone is going to be called on to backstop the eurozone crisis it will. For this reason investing in German bunds is a folly, says Swiss & Global's Stefan Angele.
Robert Farago questions the effectiveness of quantitative easing in the current economic climate, citing other Fed bankers and OECD economists' arguments, before looking at what this all means for his asset allocation.
George Renouf details his argument that quality companies will adapt to whatever economies throw at them so equities are still his asset class of choice.
As other economies around the world have continued to falter in their attempt to return to sustained growth, the Middle East and in particular the United Arab Emirates (UAE) has shown green shoots of recovery and indeed growth in certain sectors.
