Threadneedle economic and market update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments comments on recent market developments: Without doubt, the most significant economic development of 2013 has been the transformation of economic policy in... Read more continue reading

Will ‘Abenomics’ work?

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A daring experiment is under way in the world’s second-biggest modern economy. “Abenomics”, formulated by a group of “reflationists”, is about firing “three arrows” at Japan’s economy with the aim... Read more continue reading

Pengana: Time to ring the bell on banks vs. miners

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Potential risk to returns by having an underweight position in resources, overweight financials, especially from such extreme levels says Pengana’s Ric Ronge. The first signs of a correction between banks... Read more continue reading

Investing in Emerging Markets

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With the global emerging markets landscape changing rapidly, disparities among investment returns are growing quickly as well – making the choice of the right market exposure more critical than ever,... Read more continue reading

The myth of the bond market bubble

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Suggestions that bond market “bubble” conditions exist can be misleading, and shouldn’t call into question the value of bonds in a portfolio, according to ‘Low yields and rising rates concerns:... Read more continue reading

US tax changes highlight new opportunities

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Russell Investments has welcomed the reform announcements by US President Obama to abolish the Foreign Investment in Real Property Tax Act (FIRPTA) in order to attract foreign pension fund investment... Read more continue reading

Investors thinking global, not local, as record ETF inflows show

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A groundswell of local interest in offshore investing has seen nearly 70% of new funds invested in ASX-listed ETFs so far this year go into International Equities exposures. Mark Oliver,... Read more continue reading

China’s shrinking workforce has big repercussions

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  The coming years will be favourable ones for Chinese workers seeking hefty pay rises. A big contraction in the labour force will help their bargaining position no end, as... Read more continue reading

Strong AUD could create problems with inflation

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The strength of the Australian dollar is likely to continue in the short to medium term, with significant implications for the Reserve Bank of Australia’s (RBA) monetary policy and its... Read more continue reading

Threadneedle: March economic and market update

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Towards the end of 2012, we witnessed the negative impact that political battles can have on economic activity. Concern over the outcome of the fiscal cliff negotiations in the US... Read more continue reading