timing it right
While there are still risks and restructures to come, some fund managers are turning back to banks to bolster long-term returns, although wealth managers are divided about the best time for such a move.
Asset Allocation
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investment pros call ftse year end
Members of the CFA Society of the UK have predicted the FTSE 100 will close 2013 at 6093, in just one of a range of asset class views to be collated by the organisation.
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a letter from chile
Taking a look at Latin America’s investment trends in mutual funds, over time we can see how Chile has been a reference for markets like Colombia, Peru and Mexico. So what can it teach us?
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advisers reveal their challenges and champions
Sluggish UK GDP growth will be the biggest challenge to investment returns in 2013, according to around a third of advisers, while the eurozone crisis is still pipped as the biggest macro-economic concern facing the profession.
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asset allocators take emerging market overweight
More fund managers have taken an overweight to emerging markets as they head into 2013 with a renewed sense of confidence, Bank of America Merrill Lynch (BofA ML) research shows.
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aiming at equities outside traditional grounds
Investors have continued with their move away from bonds and towards equities, raising questions about where opportunities can be found given the uncertain climate.
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threadneedle goes overweight equities
Threadneedle has recently adopted an overweight position towards equities despite continued risks on the global economic stage.
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the time for gem funds is over
Future investment into emerging markets will be best served through region-specific funds rather than those with a global remit, as very few GEM managers consistently outperform, according to Aviva Investors’ senior portfolio manager Peter Fitzgerald.
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nine game changers for US equity returns
The US equity market has been the darling of fund pickers and managers alike in 2012, as those with a wide asset allocation remit have found its prospects more compelling than other markets across the globe.
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hsbc time to look for alternatives to govt bonds
Declining government bond yields should prompt investors to consider alternative assets to their so-called safe haven holdings, HSBC Global Asset Management argues.
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investors stick by nonsensical allocation
European investors are overwhelmingly planning to stick by government bonds over the next 12 months even as they predict negative return potential from the asset in the region over the next five years.
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great rotation from bonds to equities has begun
The ‘great rotation’ out of bonds and into equities has started to get underway, the latest Bank of America Merrill Lynch (BofAML) Fund Manager Survey suggests.
