policymakers key to better market performance
Bob Doll, chief equity strategist at BlackRock, says markets will be range-bound for the foreseeable future, with an improvement dependent on policymakers “gaining traction”.
Bob Doll, chief equity strategist at BlackRock, says markets will be range-bound for the foreseeable future, with an improvement dependent on policymakers “gaining traction”.
Henry Zhang argues that investors need to broaden their scope when considering China as an investment opportunity, and avoid pulling their money every time it is risk off in markets.
Yvonne Mhango points out how the transformation of African agriculture will change as dynamically and importantly as Brazil’s just has, and that China’s industries continue to.
Tim Cockerill questions the real value of some sovereign credit default swaps while urging investors to look closely at corporate CDS that only pay out on some, not all tiers of debt.
Caroline Maurer assesses the structural changes needed for China to resume its medium-term growth plan while adding that once Europe and the US start to stabilise their true lack of impact on China wil be seen.
Christopher Jennings explains why taking a global view can help investment decisions when running a more domestic-focused portfolio.
Ryan Smith explains some of the problems behind investing in more renewables and puts the case for international agreement on climate change as the catalyst for future demand.
Meg Woods describes problems in China’s shadow banking system as well as a correction that is due in its property market.
Sven Richter puts the case forward for Zambia as an up-and-coming frontier market, saying it is now where Brazil was at the beginning of this century.
UK bank valuations may be at 2008 lows but UK equity managers still have a very different view on how much exposure, and to which banks, they should have.
Max King suggests investors are right to be sceptical about the outcomes of the recent eurozone crisis meetings but there are still plenty of investment opportunities to come.
The investment question du jour should be can you solve a debt crisis with more debt?”, says Bill Gross, managing director at PIMCO.