the japan strategies to take notice of
How many times have we heard it before? The three words 'Japan', 'new' and 'dawn' in the same sentence. But if you're hell-bent on allocating to the country are there ways to do it without suffering scars?
Asset Allocation
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structured product strategies protect correction
Ian Lowes, founder of StructuredProductReview.com, explains the attraction of defensive plans even in the face of a bullish market.
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cash in brookes cazenove fund highest
Marcus Brookes, head of multi-manager at Cazenove Capital Management, has revealed the cash level in his Diversity Fund is the highest it has ever been, despite not being bearish on markets.
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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.
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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.