up equities down ltro and qe3
Barclay’s Kevin Gardiner says he is building a bigger-than-normal weighting in DM equities because he sees further quantitative easing measures as an unlikely event.
Profiles & Comment
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Short-term opportunities for long-term investors
Philip Poole assesses his asset allocation thoughts and how his decisions differ given investors’ long-term aims with a short-term investment horizon.
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us fixed income outlook
S&P’s Kate Hollis looks at why US fixed income funds outperformed their European counterparts last year and examines their prospects for 2012 and beyond.
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india sees inflation and interest rates both fall
Taher Badshah looks at the most up-to-date macro numbers to paint a picture of a slowing but healthy Indian economy.
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why bonds will always be attractive
Annelise Peers suggests the recent flight to quality has benefitted fixed income investors before adding the true list of big winners is limited to US Treasuries, German bunds and Japanese bonds.
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is herman van rompuy queen anne in disguise
Bill Dinning likens the potential of a European fiscal union with that between England and Scotland in 1707 under Queen Anne – which will last the longer?
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unhedged fx exposure potential long-term gains
Joblu Miah argues that investors will need to look more closely than they have in the past at thier foreign exchange exposure and how they benefit form exposure to currencies other than their domestic one for both short-term and long-term returns.
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tax change benefit it ability produce income
A change in the rules for investment trusts allows onshore products to distribute capital to shareholders. Stephen Peters explains the benefits for those concerned though he warns about putting the income cart before the investment horse.
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covered calls as an income generator
John Teahan takes a covered call approach to generating much-needed income for investors, arguing the current low-growth environment is prime for such a strategy.
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eis the patriotic way to reduce tax bills
Thanks to changes in last week’s Budget, Enterprise Investment Schemes are able to invest in larger companies than the traditional start-ups that, not without risk, bring investment and tax breaks to both sides.
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equities hold sway co fundamentals to the fore
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.
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investing in property
If you were burnt by property during the meltdown of the financial crisis, it’s easy to see why you, and your clients, might be wary of the asset class. But is it time to give it another chance?
