Follow the trends when investing in Asia
Consumer trends and not GDP growth should be the key consideration for investors looking to take advantage of opportunities in China, suggest specialist investment firm Matthews Asia.
Macro News
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Long term outlook needed
Short-term fixes need to be replaced with long-term plans if the UK economy is to recover from the recession and continue to compete with foreign markets, a review carried out by Sir George Cox concludes.
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Strong year for Ucits as European economy improves
Ireland and Luxembourg accounted for the majority of Ucits net sales in 2012, while inflows across Europe returned to positive territory on the back of strong demand.
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Capital floods into emerging markets
Emerging market funds magnetised investment in January with some fund categories enjoying record monthly inflows, Morningstar data shows.
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African opportunities
There is an abundance of high-yield opportunities in Africa for those investors prepared to take a bit more of a risk, a research report from Jupiter Asset Management suggests.
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potter – world running out of bearish reasons
Investors considering allocating to equities for the first time in years could do a lot better than “dipping their toes in the water” with large caps, according to Gary Potter, co-head of multi-manager funds at Thames River.
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Equities rise as sterling plummets
The UK equity market is outpacing its European counterparts, and could continue doing so despite on-going currency woes according to the chief investment officer at Coutts.
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manda deal flow will support rotation
The final jigsaw piece to support increased M&A activity has slotted into place and will support the "nascent trend" of asset class rotation from bonds into equities, according to Lars Kreckel at LGIM.
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Think about currency now
UK investors considering selling offshore assets this year are being encouraged to start thinking about currency valuations as a priority as sterling continues it decline.
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Overpriced bonds
The number of UK-based investment professionals who feel corporate bonds are overpriced has doubled in the past year.
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Continued upturn in hedge fund performance
Hedge fund returns continued on an upward trajectory in January, as equity-exposed strategies and funds of hedge funds posted the highest returns for a number of months.
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Lost decade for equities
UK equities remain a force to be reckoned with despite a degree of negative sentiment towards the market, according to both fund managers and pickers.
