Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leo, portfolio manager at Allianz.
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leo, portfolio manager at Allianz.
Emerging market equities fail to consistently outperform developed markets over a 10 year period, new reseach shows.
Schroders’ head of Asian equities warns Europe against looking to China for any direct financial help out of its debt crisis.
There is a growing clamour of voices insisting equities are oversold and valuations cheap. But given the continued political paralysis on both sides of the Atlantic, there’s a strong argument to steer clear of stocks.
While many other sectors received a pummelling over the summer months, Japanese equities joined gold and gilts in a short list of strong performers.
As the BoE holds interest rates at 0.5% investors are forced to take greater risks for their income.
The Markit/CIPS PMI survey data for August shows the services sector falling by near record levels.
Good quality commercial property is likely to remain resilient despite the global economic slowdown.
European governments have signed off on a 700bn bailout fund that will not kick in until 2013.
Carl Astorri goes against consensus to suggest Q2’s figures will not be as rosy as many predict.
Actively managed North American funds struggle to consistently outperform the S&P 500 index.
Sovereign debt should have as much transparency as listed companies, according to the ESMA.