Stronger growth prospects position emerging markets to outperform

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An analysis of performance between December 2000 to December 2011 shows how countries with stronger economic growth – many of which are represented in the emerging markets complex – have... Read more continue reading

US “industrial renaissance” leads three speed global outlook, says global funds manager

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The US economy looks set to benefit from an industrial renaissance in the coming decade driven by access to cheap domestic energy, says Threadneedle Investments (Threadneedle) CIO Mark Burgess. This... Read more continue reading

Global equity market recap – quarter 1

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Global equity investors enjoyed strong, broad-based gains during the first quarter of 2012. The Standard & Poor’s (S&P) 500 rose 12.6%, its best first-quarter rally since 1998. International markets, represented... Read more continue reading

What’s next for global equities?

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Last year was a tough one for global economic growth and markets. I think we’re starting to see the early signs of at least the US economy turning a corner. ... Read more continue reading

Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major... Read more continue reading

Consider diversifying investment terms to combat market volatility

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With investing, as with many things, timing is everything. I would like to explore a slant on this cliché by suggesting that with investing, time horizon is everything. When choosing... Read more continue reading

Time to invest offshore?

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With many international equities currently outstripping their Australian counterparts, many share investors are turning their minds to investing overseas. The question is, what’s the best way to go about it?... Read more continue reading

Global recovery watch – what’s the risk of another mid year growth scare?

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So far this year we have seen solid gains in global share markets. Economic news has been positive with receding tail risks regarding Europe, greater confidence of continued growth in... Read more continue reading

Where in the world now?

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With the European Central Bank’s big liquidity injections behind us, a predominant concern among investors has been a fear that the rally in equities might be running out of steam.... Read more continue reading

The van Eyk Conference: Global equities not cheap

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Global equities are not cheap, despite the claims by many market analysts, because earnings forecasts are much too high, hedge fund manager Dr Jamil Baz told delegates at the van... Read more continue reading