looking beyond macro reveals healthy us technos
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.
Profiles & Comment
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incoming returns
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
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Investors pushed into and pulled towards EM Debt
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.
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Uncertainty and opportunity reflect cheap equity
George Renouf restates his commitment to equities despite global equities suffering a year-long decline with more volatility to come.
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credit strategies driven by need for quality
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.
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smart beta strategies add to passive active debate
With RDR in mind, the smart money is on the low-cost passive world taking a greater chunk of retail business, but the emergence of so-called smart beta funds could muddy the waters.
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emerging market exposure without the volatility
Emerging market equities have long been seen as riskier than their developed counterparts but, with long-only funds ruling the roost, Michael Leithead asks how an investor can manage volatility in developing markets.
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Alpha generation comes from the tried and tested
Jupiter Private Clients’ David Blake explains why he prefers the tried and tested alpha-generating fund managers when it comes to actively managing his investors’ portfolios.
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what next for barclays and the banks
Henderson’s Stephen Peak looks at the revelation of and commentary surrounding the Libor scandal and finds it “extremely concerning” for the banks and for the overall confidence in financial markets.
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japan eq may surprise significantly to the upside
We analyse the best, newest and biggest Japanese equity funds, with commentary from John Husselbee, Chief investment officer at North Investment Partners.
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the middle man
Gary Shepherd speaks to Paul Spencer about the under-owned nature of mid caps, the frustrations of owning a stock that’s too successful, and the transition from Investec to Franklin Templeton.
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signals telling us it is right to panic schroders
Schroders Private Banking’s head of asset allocation sees oversold markets and a number of indicators saying it is right to panic. He asks if these same signs point to a rapid rebound or faster-paced downturn.
