Emerging markets not portfolio panacea
Emerging market equities fail to consistently outperform developed markets over a 10 year period, new reseach shows.
Macro News
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Europe cannot rely on China for a bailout
Schroders’ head of Asian equities warns Europe against looking to China for any direct financial help out of its debt crisis.
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Equities cheap for a reason
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.
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Japanese equities surprise winner over summer
While many other sectors received a pummelling over the summer months, Japanese equities joined gold and gilts in a short list of strong performers.
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Investors take greater risk as bank holds rat
As the BoE holds interest rates at 0.5% investors are forced to take greater risks for their income.
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Service sector slowdown points to UK economic stagnation
The Markit/CIPS PMI survey data for August shows the services sector falling by near record levels.
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Commercial property will counter economic slowdown
Good quality commercial property is likely to remain resilient despite the global economic slowdown.
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Latest sovereign crisis comes too soon for new bailout fund
European governments have signed off on a 700bn bailout fund that will not kick in until 2013.
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Coutts: Q2 won’t shine as bright as consensus forecasts say
Carl Astorri goes against consensus to suggest Q2’s figures will not be as rosy as many predict.
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S&P 500 proves difficult to beat for active fund managers
Actively managed North American funds struggle to consistently outperform the S&P 500 index.
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Moody’s downgrades Portugese government debt to junk
Ratings agency Moody’s has cut Portugal’s long-term government debt to below investment grade.