Threadneedle asset allocation update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments, comments on the markets and why Threadneedle retains an overweight position to risk assets. “Looking back on 2012, it would be fair... Read more continue reading

Fears of a bond bubble overblown

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Investors should not be worried about a bubble in the bond market, as the current high prices and low yields in bonds are not driven by the same factors as... Read more continue reading

2013 to be the year of investing ‘cautiously’

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2012 was the year that predications of hard landings, double dips and financial catastrophes couldn’t stop the growth of the world’s major indices but despite growth predictions of between 2.5%... Read more continue reading

Investment thinking for tomorrow’s world

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Fidelity Worldwide Investment has released the findings of its third annual “Analyst Survey” which highlights some of the long-term themes that are expected to shape the global economy and investment... Read more continue reading

van Eyk: Stakes high for conservative investors

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Survive and Win in the Inflationary Eighties by Howard J. Ruff was a truly disastrous book for anyone that followed its advice.   At the time it would have been popular... Read more continue reading

Sharemarket: Closer to the peak than you thought

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The ASX 200 Accumulation index – measuring total returns on shares – has lifted by almost 20 per cent over the past year. The index is 12.2 per cent from... Read more continue reading

A-REITS take top spot

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Global asset manager, Russell Investments has released its 2013 risk versus return analysis, showing a very strong recovery of growth assets over 2012. The risk vs. return analysis is developed... Read more continue reading

Strong finish for global equities in 2012

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Principal Global Investors has released its Equity Market Recap which analyses global equity markets for the fourth quarter of 2012. The report finds that equities expanded nearly $0.8 trillion during the... Read more continue reading

Asset allocation for the 20-teens

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In his last CPD article for 2012, Ray Griffin explains why portfolio asset allocation models in the 20 teens should be substantially different to those of the 1990s and pre-GFC... Read more continue reading

Threadneedle asset allocation update

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“It’s been clear for some time that the force driving markets this year has not been the macro backdrop but policy initiatives led by the authorities. “We shouldn’t be surprised... Read more continue reading