PIMCO’s emerging markets watch – August 2013

From

“Is now the right time to buy?” This is the question that is – and should be – on the minds of investors after the sharp movements in the financial... Read more continue reading

Fed tapering remains a dominant theme in global real estate

From

While there will be a ‘great rotation’ of capital out of bonds into other asset classes, it is likely that this will be unevenly spread across real estate quadrants, according... Read more continue reading

Emerging markets offer significant alpha opportunities for active managers

From

Lonsec encourages investors to include specialist allocation within global equity portfolios Emerging markets (EM) equities have delivered strong returns over the long term, despite heightened volatility compared to developed markets,... Read more continue reading

Shadow looms over Emerging Asia ETFs

From

PM CAPITAL warns bumpy outlook in emerging economies to be intensified for ETF’s Sydney-based specialist equity fund manager, PM CAPITAL, yesterday warned that investment into Emerging Asia ETFs is a dangerous strategy because the instruments are heavily... Read more continue reading

Patience pays off for investors who rode the GFC market rollercoaster, says Precept Investment Actuaries

From

Australian share market over the past 20 years delivers an average return of 9.6% Patience has paid off for Australian investors who held on during highs and lows of the... Read more continue reading

Mid-year market review and outlook: Tapering is not tightening but valuations continue to favour equities over bonds

From

At the start of the year, we forecast a challenging macroeconomic outlook for 2013, continued downside risks, and we expected interest rates to stay lower for longer. In terms of... Read more continue reading

Zenith property review – strong returns unlikely to be repeated as key personnel turnover plagues sector

From

Zenith Investment Partners (Zenith) Investment Analyst Jonathan Baird has released the 2013 Listed Property Review and confirmed that although the sector performed strongly both domestically and abroad over the past... Read more continue reading

Portfolio allocation still a tough call for investors

From

Rapidly changing market environment makes passive asset management a risky business – investors need to stay alert and actively manage their portfolios We’re more than half way through 2013 and... Read more continue reading

China – growth and the problems of growth

From

In the latest edition of Global Perspective Standard Life Investments, the global investment manager, examines the range of complex issues facing the Chinese authorities, warns about major downside risk, and... Read more continue reading

Strategists favour global equities over bonds and cash

From

Russell Investments forecast generally positive trajectory for the global market; attractive valuations in Europe, Japan Emerging markets likely offer value for the medium term, despite uncertainty in China Despite the... Read more continue reading