overly optimisic forecasts will lead to year end disappointment
As the Q3 reporting season has now kicked off, James Butterfill looks at corporate earnings forecasts that he suggests are too generous.
Profiles & Comment
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emerging market debt and currencies are good long-term best
Kevin Lecocq looks past the short-term chaos and suggests the Q3 sell-off makes emerging market debt and currencies better over the long term.
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new policy outlook now qe gilt purchasing has started
George Buckley gives his fixed income outlook given QE II’s gilt purchasing staretd today.
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index investors need to beware huge sector bias of ftse 100
RWC Partners’ Ian Lance and Nick Purves look at the make-up of the FTSE 100 index and urge investors to be wary of passive investing in an index with 35% in just two sectors.
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gold to hit 3000 with oil at 200 per barrel
Michael Howell talks about a 1930s-style recession when looking at what he describes as a “suicidally-low levels of ECB liquidity”
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history doesnt repeat itself at best it sometimes rhymes
Jeff Molitor looks at various behavioural finance traits and urges investors to use patience, discipline and perspective when managing their portfolios.
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japan reconstruction expected to contribute to economic revival
Takashi Maruyama points out that post-earthquake Japan is moving from relief to rebuild and points out some of the investment opportunities it brings about.
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Hedge funds coming back to form for investors
Morten Spenner takes a look at hedge funds that after a couple of years out of favour are now starting to provide what investors want of them.
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from adversity comes opportunity
Volatility and opportunity are comfortable bedfellows according to Tim Cockerill head of collectives research at Rowan-Dartington.
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Dividend opportunities emerging from broader markets
As traditional dividend payers struggle and emerging market countries improve their business practices, the search for yield can move further afield.
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Opportunities arise from slower Asian growth
Despite slower global and Asian growth, Catherine Yeung suggests that this is still the second best buying opportunity in a decade.
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What do output figures actually mean for Q2 GDP?
George Buckley looks at industrial and construction output figures to asses their impact on Q2 GDP.
