Asia stays calm while Western growth slows
Catherine Yeung walks us through Asia’s solid fundamentals and attractive market valuations.
News
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Barclays Capital stays neutral on risky assets
Barclays Capital still neutral on risky assets, even as other investors increase their exposure.
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L&G’s Hodges stays loyal to high yield holdings
L&G’s bond specialist Dickie Hodges is holding substantial high yield, albeit with careful hedges.
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Coutts favours quality bonds and high quality companies
Coutts looks to quality as deleveraging and low growth looks set to dominate.
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PA ANALYSIS: First State to emerge as EMD player
First State’s new emerging market debt capability could be the start of some serious asset gathering
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F&C replaces head of emerging market debt
F&C has promoted Jonathan Mann to take over as the firm’s new head of emerging market debt.
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Equities prove hot for long-term investors
Equity trades high with execution-only investors but experts advise long-term thinking.
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New S&P emerging markets index looks beyond BRICs
S&P has launched a new index which provides tradable exposure beyond BRICs
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Bowen returns to Brewin Dolphin
After six years at UBS, Sylvia Bowen returns to Brewin Dolphin as a divisional director.
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BoE Governor forecasts 5% inflation by year end
Mervyn King has suggested that inflation will hit 5% by the end of ths year before falling in 2012.
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PA ANALYSIS: Transparency means more than just costs
Greater transparency needs to ensure that the T in TER genuinely reflects an investor’s total costs.
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First State builds new EM debt offering around new F&C hire
First State assembles EM debt team around F&C’s Williamson
