02/04/2013
Investor sentiment improved somewhat during the final quarter of 2012, in response to better economic data trends in the US and China, and a view that central bank actions had reduced downside tail risks.
02/04/2013
The Select range is made up of around 50 funds from leading fund groups
02/04/2013
Recent euro strength should also reverse in coming months as economic and political headwinds re-emerge. This suggests moderate dollar gains as the US outlook improves.
02/04/2013
Our preference for the emerging market (EM) assets – be it equities, bonds or currencies
02/04/2013
Based on 113 years of international evidence, the Credit Suisse Global Investment Returns Yearbook examines how stocks and bonds might perform in a world witnessing a resurgence of risk appetite and concerns about inflation.
02/04/2013
Can Old Mutual Global Investors become a top 5 player in the UK?
OMGI is the result of a merger between Old Mutual Asset Managers UK
02/03/2013
The anti-gold bandwagon is getting more and more crowded
02/03/2013
There are two ways to look at the news that Antony Jenkins, the chief executive officer of Barclays Plc, will turn down his $1.6 million bonus this year.
02/03/2013
Since the creation of the OMT (Outright Monetary Transactions) the marked fall in peripheral yields suggests that the risk the euro area posed to the global economy has decreased.
02/02/2013
He notes that Asia has had a good run in the property market
01/31/2013
Wealth-management products present little risk to China’s financial sector
Wealth-management products—short-term investments that offer some of the security of a bank deposit with higher returns—have grown rapidly in importance in China’s financial sector. Some analysts estimate the total outstanding at more th
01/31/2013
The New Year has seen a deal to avoid the fiscal cliff in the US, an easing of bank regulations and the adoption of a more aggressive inflation target in Japan. Policymakers have continued where they left off in 2012: prioritising growth and dampening vol
01/30/2013
European fourth-quarter earnings are set to disappoint but we expect the pace of earnings downgrades to slow in 2013. Earnings could even turn positive given most of the bad news
01/29/2013
M&A has long been considered an enabler to jump start growth at wealth management firms across the globe.
01/28/2013
Everyone knows that overall hedge fund performance has been lackluster since the financial crisis, but there are differing explanations as to why.
01/27/2013
UBS Chairman Axel Weber raised the possibility of an industry-wide settlement for the rest of the banks involved in the Libor rate fixing scandal at a meeting of top bankers in Davos, sources familiar with the matter said.
01/27/2013
A total of $111.7 billion of foreign direct investment (FDI) flew into China in 2012.
01/27/2013
The new trend is towards a fee for service model.
01/27/2013
No sooner has the US economy averted one precipice, the “fiscal cliff”, than it faces another – the “spending cliff”. While we remain cautious near term, we don’t believe this undermines the case for equities. We view r
01/27/2013
The theme remains the same. Long-dated government bonds suffer modest declines while equities rise. Yet, at the same time, support for high yield bonds continues to be strong, further compressing yields.