brazil raise competitiveness greater investment
Victor Arakaki urges Brazil’s President Dilma to encourage greater saving and investment, particularly by its government, to regenerate its competitiveness on the global stage.
Profiles & Comment
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changing nothing does not mean doing nothing
Peter Clark equates managing a portfolio today with a goalkeeper facing a penalty – standing still may be the ‘keeper’s best bet but that does not mean he has not put an awful lot of work into making sure that is the best option.
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the advisers confidence trick
Recent research has revealed falling adviser confidence in the global economy. Guardian WMs David Howell says this emotive shift should not be passed on to clients.
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ready to reap the rewards
Formed originally with the aim of outperforming lacklustre insurance-managed funds, the recently rebranded Wells Capital Investment Solutions is positioning itself for post-RDR success
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trendy emd does not offer good value
M&G’s Mike Riddell looks at the currently cool asset class of emerging market debt and says you’d be surprised what you can find when you strip away the marketing myths.
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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.
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russian economy limbering up for global race
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.
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equity income corporate bonds bestinvest
Analysis from Bestinvest shows that investors moved to and stayed in more defensive assets during May and June as confidence waned and uncertainty returned.
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russia wto attracts foreign investors
Pavel Gagarin explores the implications for foreign investors now Russian membership of the World Trade Organisation has been approved.
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contrarian is over used says contrarian mundy p2
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges.
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Contrarian is over used says contrarian Alastair Mundy
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges
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everyone hates europe attractive to us principal
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
