Wish EU were here a view on immigration policy
Brian Jacobsen, portfolio strategist at Wells Fargo argues that immigration can play a role in a countrys economic growth.
Viewpoints
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Higher cash levels and the stock pickers market
According to Ian Lowes, founder of StructuredProductReview.com, structured autocalls could prove a good way to play the current market.
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Positioning for rising rates
According to Jim Shanahan, manager of the JP Morgan Sr Secured Loans Fund, senior secured loans can play a very useful role in a rising rate environment.
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What is causing growing trend towards outsourcing
The recent news that a number of major fund groups have found their lead times on fund sales have increased reflects the trend we are seeing towards more advisers using our discretionary fund management (DFMs) and model portfolio services. So why is this change happening?
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Unconstrained bond fund flexibility
According to Gareth Isaac, fixed income fund manager at Schroders, unconstrained bond funds could offer the flexibility needed to avoid getting caught out by rising interest rates.
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Two alternative income options
According to Prydis Wealth director James Priday, two alternatives funds are piquing his interest.
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infrastructure opportunity in us shale oil gas
Roberto Cominotto, manager of the JB Energy Transition Fund at Swiss & Global, on the opportunities in the expansion of North American energy infrastructure as a result of the shale oil and gas revolution.
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time to keep the global market gps switched on
Giordano Lombardo, CIO at Pioneer Global Investments, looks at navigating current financial market conditions, with a particular focus on equities.
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places to look for hidden european earnings growth
There is a question mark looming over European equities when will companies deliver on earnings?
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em credit improved relative to developed economies
Jan Dehn, head of research at Ashmore, discusses the increase in the emerging markets fixed income universe and highlights the relevance of this for developed economies.
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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.
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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.