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.
Jeff Molitor looks at various behavioural finance traits and urges investors to use patience, discipline and perspective when managing their portfolios.
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.
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.
Volatility and opportunity are comfortable bedfellows according to Tim Cockerill head of collectives research at Rowan-Dartington.
As traditional dividend payers struggle and emerging market countries improve their business practices, the search for yield can move further afield.
Despite slower global and Asian growth, Catherine Yeung suggests that this is still the second best buying opportunity in a decade.
George Buckley looks at industrial and construction output figures to asses their impact on Q2 GDP.
Adrian Lowcock asks the ‘scarcity’ question for thematic investors willing to take on volatility.
Lee Robertson is convinced that the western world is still as dependent as ever on the US recovery.
Robin West and Toby Belsom look at small/mid cap opportunities as companies start spending cash.
Chris Mahon asks how investors can better use hurdle rates to help design a multi-asset portfolio.
Michael Howells explores the Silk Road path to the renminbi becoming the global monetary standard.