Yen powerful diversifier
Holding Japanese yen could still be a powerful portfolio diversification tool, despite its current depreciation, according to Mouhammed Choukeir, CIO of Kleinwort Benson.
Macro News
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investors ditch gold etfs
As equity indices gain traction, investors are selling out of gold exchange-traded funds (ETFs) at quite a pace, according to data provided by Coutts.
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central bank growth policies madness talbut
Robert Talbut argues that risk assets may provide better value today than less risky assets but this is more of an indictment on the lack of value in the latter rather than any tremendous value in the former.
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Real estate attractive but trumped by equities
Real estate will continue to offer attractive yields, but will be outperformed by equities in the growth stakes, according to ING IM.
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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.
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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.