eurozone remains one olympic sized headache
John Husselbee compares “medals, records and tears” of the London Olympics with those of the eurozone crisis – when maybe It’s A Knockout is a better games to compare Europe to.
John Husselbee compares “medals, records and tears” of the London Olympics with those of the eurozone crisis – when maybe It’s A Knockout is a better games to compare Europe to.
Pavel Gagarin argues the case for Russia’s growing attractiveness for investors at a global level as well as its strong position relative to the other BRICS countries.
Analysis from Bestinvest shows that investors moved to and stayed in more defensive assets during May and June as confidence waned and uncertainty returned.
Pavel Gagarin explores the implications for foreign investors now Russian membership of the World Trade Organisation has been approved.
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges.
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges
Principal Investment Management is a very traditional portfolio manager running multi-asset funds alongside securities-only propositions where it differs is… well, read on and you decide
Bill O’Neill looks at the micros not just the macros in the US and predicts a bumpy short-term ride for the US technology sector but with a far healthier long-term picture.
UK equities as a source of income are under increasing competition from other regional equity funds as well as different structures of product but they have come back fighting with design changes of their own
Fund houses have recently been beefing up their emerging market debt teams in what is still a relatively new asset class as investors look for attractively priced alternatives to equities and developed market bonds.
George Renouf restates his commitment to equities despite global equities suffering a year-long decline with more volatility to come.
Corporate strength and government debt means investors need to look at those areas where a premium is paid for quality credit and where a lack of liquidity is not an issue.