Jim Paulsen explains why rising consumer confidence could be sustainable given the great developed market consumer quality of greed. He cites an improving US job market and falling unemployment along with increased housing market activity and prices that are all making a major contribution. To see part 2, click here
Charles gives a slightly different take on the emerging market story, explaining how investors can benefit from those who get richer then spending more, and who then buy the same things they used to but the slightly more expensive version – a focus on routine not "splurge" purchases, as he says
While income is a high priority in a low interest rate/low inflation world, capital preservation is equally important. This same environment, however, means there are no safe havens and preserving capital is therefore hard to guarantee. Charles describes his "least dirty shirt approach" with a focus on high yield and investment grade allocations where generating…
It is tempting to look at beaten-up markets to find the opportunities that they throw up on the assumption they are cheaply priced. Thurleigh Investment Managers’ Charles MacKinnon casts his eyes over two developed markets in the spotlight now, the US and Europe, and asks where the value lies – and where it doesn’t –…
Keith Wade, Chief Economist and Strategist, discusses the outlook for the global economy. Keith answers the following questions: Prospects for the global economy are looking more positive, what’s driving this? Do the recent LTROs and Greek PSI mean the problems in the Eurozone are under control? What will be on the agenda for governments and…
Early 2012 has seen global equity markets advance amid strengthening risk appetites. In this short video, Senior Global Equities Manager Bruce Stout cautions that despite this rally, corporate profitability is set to decline – albeit balance sheets are strong. Bruce concludes that given persistent debt problems in the West, he and his colleagues are looking…
Neil Dwane, CIO Europe, presents the case for European equity income. He talks about how he manages this fund covering the market background, risk controls and why he believes it will deliver long term capital gains for investors
Thorsten Winkelman, Fund Manager, highlights the strategies aim of out-performing the relevant European Stock markets along with talking about the funds within the strategy. He then goes on to talk about the investment principles involved.
Are you fully aware of the investment potential of BRIC? In this video Allianz Global Inventors highlight the facts and figures that make BRIC appealing for investors.
Gareth Isaac Fixed Income, Fund Manager discusses the current opportunities in global fixed income and why an unconstrained approach is best. • What are the benefits of having a global, unconstrained approach to fixed income? • How has the fixed income market changed since the financial crisis? • Where do you see the best opportunities…
In this the second video drawing from research on India’s emerging consumer population, Michael Konstantinov – Head Of BRIC Strategies RCM, talks about the growth potential for investing in India based on domestic growth figures and supporting research from a variety of sources.
Michael Konstantinov, Head of BRIC Strategies RCM, presents his thoughts on the long term prospects of investing in India after meeting with 15 domestic companies and a number of fields trip to a variety of Indian business hubs to uncover new investment opportunities
