trying to predict economic outcomes is pointless
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
Profiles & Comment
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fund managers divided on when to buy into china
Last year was one of the worst for China’s markets though, as John Monaghan explains, fund managers are undecided over whether the resulting undervalued opportunities mean now is the right time to buy.
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india short term hiccup hides long term growth
India’s woeful market performance in 2011 is a short-term blip in what is otherwise a long-term growth story, argues Ambit IA’s Andrew Holland.
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uk politicians can learn from europeans
Tim Cockerill argues that European politicians are right to take decisions to manage their economies that go against the market view.
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std life cte bonds real estate selective equities
Andrew Milligan sees the risks of 2012 being similar to those of the previous 12 months although risk assets themselves are priced cheaply.
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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.
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the west is overplaying chinas economic concerns
Having just returned from a research trip to China, Jing Sun gives his thoughts on the country’s economic, political and social change outlook.
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any equity bounce is not sustainable
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.
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us corporates can ride out eurozone crisis
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.
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turkeys economics is mirrored by its football
Mert Yildiz maps the change in fortune of Turkey’s football teams with the the country’s economic standing.
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distressed debt greater margin of safety
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.
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volatility creates fixed income opportunities
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.
