tackling volatility one step ahead of the herd
Sushil Wadhwani argues the case for strategies to include more than just fundamental analysis to take advantage of market volatility now as well as calmer times ahead.
Sushil Wadhwani argues the case for strategies to include more than just fundamental analysis to take advantage of market volatility now as well as calmer times ahead.
Having just returned from a research trip to China, Jing Sun gives his thoughts on the country’s economic, political and social change outlook.
Dirk Wiedmann explains why Rothschild Wealth Management doesn’t like equities but does like gold, and sees property rather than bonds as a long-term bet.
Paul Chew explains why he firmly believes US corporate strength will help it to weather the crisis in one of its key export markets, Europe.
Mert Yildiz maps the change in fortune of Turkey’s football teams with the the country’s economic standing.
Backed up by a return pushing 50% since 2009, Jon Macintosh argues why he thinks distressed debt is one cycle that is worth taking for a ride.
The fixed income and credit landscape has changed dramatically over the past five years, and many investors still have to catch onto the opportunities this presents, say Thomas Leah and Ky Van Tang.
Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.
James Cullen argues that democracy is working against the reining in of government spending and fiscal union that are needed to put in place the necessary structural reforms on either side of the Atlantic.
Philip Poole assesses the market and investment impact of S&P’s recent eurozone downgrade.
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.