Patience needed but gold will shine again
Charles Stanley Directs Rob Morgan has said the case for gold still exists despite the miserable performance of gold mining equities and a declining bullion price.
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ireland first out of eurozone bailout
Ireland will officially become the first eurozone country to exit the bailout programme this weekend, as the 85bn (£71bn) loan facility set up by the troika of the International Monetary Fund (IMF), the European Commission and the European Central Bank (ECB) expires.
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Charles Stanley chucks out textbooks
The textbook view of markets comprising either defensive or cyclical stocks has been turned upside down due to current valuations, in the view of Rob Morgan, pension and investments analyst at Charles Stanley Direct.
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stock market setback overdue
Barclays Wealth and Investment Management believes a stock market setback is long overdue and has been adding further to its cash positions.
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Ice man Edwards backs bonds
Albert Edwards, strategist at Societe Generale, continues to believe in his Ice Age thesis [a period of low inflation and near deflation], and argues investors should be moving to an overweight position in bonds.
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Threats will be external not US says Schroders
Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.
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UK among race winners says IWI
The UK is poised to sit among the fastest growing economies of the developed markets in 2014, according to Investec Wealth & Investment.
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McDermott AR funds to rise again
Chelsea Financial Services Darius McDermott has said capital preservation and diversification will be crucial for weathering the unknown quantities of next year and with no clear winners set to emerge, it was time to reconsider absolute return funds.
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Citi take on property
Investors in Indian property are in for a tougher time next year as rising interest rates take hold of the asset class, according to a recent research note from Citi.
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Where investors will hide
Global private investors look set to increase their share of bonds issued by Turkey, Brazil, Mexico, India and Poland if recent investment patterns continue, according to latest investment research by Axa Investment Managers.
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Haig Bathgate playing the China transition
China’s investment case is simply not stacking up as high-end European manufacturers remain the best way of exploiting the country’s solid growth trajectory, according to Haig Bathgate, Turcan Connell’s chief investment officer.
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Threadneedles Burgess readies for QE end
Threadneedle has pared back its commodities exposure reflecting low inflationary pressures and an inevitable reduction in QE.