Investment Strategy
Dublin Roundtable: Navigating noise and lower-for-longer growth
The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
Fixed Income | 15 Feb 16
Carmignac Patrimoine looks to Euro bank credit, cuts equities
Carmignac Patrimoine has shifted its focus to US treasuries and credit opportunities in European financials as the managers maintain their bearish view on equities.
Emerging Markets | 12 Feb 16
The final great investment frontier: Iran
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
Fed rate hikes will drive down long-term returns – Credit Suisse
Credit Suisse has released a report which forecasts real equity returns will be limited to 4-6% over the next ten years and real bond returns will be close to zero.