g20 rhetoric drowned out by market chaos
We have heard a great deal of powerful rhetoric from the G20 world leaders as they meet in Cannes but little in the way of proposals about how to stem the global economic decline.
Macro News
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pa analysis: china bears might just be right
China is the dominant global economy and an ever-expanding market place to do business, but how many have considered the impact of a continued slowdown in both?
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fed to buy $400bn of treasuries in operation twist
The Fed is to buy and sell $400bn of US Treasuries to boost corporate business borrowing and consumer mortgage lending.
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the bull and the bear battle over china
Out on the ground in Hong Kong, Portfolio Adviser asked two China-focused economists if the country was headed for a hard or soft landing?
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Jury still out on Asian property bubble
Whether or not there is an Asian property bubble simply depends on who you ask.
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Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leon, co-manager at Allianz GI.
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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.
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Emerging markets not portfolio panacea
Emerging market equities fail to consistently outperform developed markets over a 10 year period, new reseach shows.
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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.