corporate bonds and bank debt 2012 safe havens
Thibaut Cuillière looks at corporate bonds at one end and senior bank debt at the other as safe havens for investors this year.
Profiles & Comment
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innovation makes way for defence carmignac gestion
Didier St Georges sees a great deal of positives affecting equity valuations yet is still keen to remain primarly defensively positioned.
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secular and cyclical outlooks look good for gem
Thomas Meléndez explains the positives for investors as secular and cyclical outlooks combine for emerging markets, particularly in Latin America, and point towards soft economic landings.
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brazil domestic focus removes reliance on exports
Brazil’s exports are made up of almost exclusively commodities and financials but its domestic focus brings far more attractive avenues for external investors.
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plenty of trees to pass to get out of the woods
Neel Kashkari gives his suggestions for where US equity investors should be putting their money bearing in mind his views on the over-reliance on household debt for growth.
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china monetary conditions will ease only gradually
Klaus Bockstaller explains why he thinks emerging market earnings forecasts of 10% for this year are realistic.
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us and europe divergence will fade this year
Tim Drayson argues that the divergence in the European and US business cycles, that traditionally follow each other closely, will fade as we get closer to 2013.
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good news for those prepared to commit
There is risk in them there hills but, as Lee Robertson argues, for those prepared to be brave and make a positive investment decision, the rewards are there.
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should investors be worried about oil prices
Stephanie Kretz assesses the impact for investors of last summer’s political unrest and the more recent threat of military intervention in the Middle East that have both threatened oil supplies.
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commodity fund allocations same despite turmoil
Commodity managers struggled to even keep up with their benchmarks last year, says Amandine Thierree, yet they are keeping their allocations unchanged, describing 2011 as “just a phase”.
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husselbee ready to spend cash on opportunities
John Husselbee is looking to put his cash to work thanks to the positives of the eurozone solvency crisis abating, the US economy growing and a soft landing in China becoming more of a reality.
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public sector investment to boost Indian growth
Ajay Argal looks forward to a boost to India’s equity markets from a $35bn infrastructure spend from the government.
