A step change for Japan
Richard Philbin argues the launch of the new JPX-Nikkei 400 index could herald the start of a renaissance of investing into the Japanese stock market.
Viewpoints
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Rapid change leading to significant opportunities
According to Patrick Vermeulen, the way business is being done in Europe is changing massively, especially aas the crisis countries within Europe re-emerge with more competitive economies.
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Income streams and structured products
Blending different style structured products into a clients portfolio can help generate valuable income streams, says Ian Lowes, founder of StructuredProductReview.com
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Making carbon fibre hay f
According to Pieter Busscher, fund manager of the RobecoSAM Smart Materials Fund, the demand for substitute materials and process innovations is supported by fundamental, long-term drivers.
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Coco risks underappreciated Hermes Credit
Given their equity-like features, at first glance cocos offer outstanding value for fixed income investors seeking yield.
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Search for value more complicated
According to Colin Morton, what has been going on recently is a little more complicated.
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Can US dividends actually deliver
According to Claire Hart, right now quality should be at the forefront of any dividend stocks under consideration for inclusion in a portfolio. By Clare Hart, Fund Manager, JPM US Equity Income Fund
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Bond markets present a conundrum
Bond markets in recent months have presented us with a conundrum: US yields are expected to push higher but the Eurozone remains more difficult to call, according to Mark Burgess, CIO at Threadneedle Investments.
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A few reasons to still like risk assets for income
JP Morgans Talib Sheikh explains why the current market remains rather supportive for risk assets, especially when compared to bonds.
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For income consider an unconstrained EM
According to Lazards Pat Ryan, many of the obvious sources of income in the equity market are unappealing
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Performance indicators can they be trusted
There are a number of measures advisers can use to assess investment managers performance. One of these, the Global Investment Performance Standards (GIPS), hit the headlines recently when Rathbones announced it was GIPS compliant. But what are GIPS, how do they compare
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Downside protection and other active benefits
Active investment can maximise returns and provide downside protection argues Skagens Hilde Jenssen.