Global equities: themes digest

In undertaking its recent Global Equity Sector Review, Lonsec held over 60 ‘one-on-one’ meetings with fund managers. Most meetings were held onsite, in the global offices of the investment teams and were supplemented by a video-conference programme.  This paper aims to capture the broad themes and observations that emerged as a result of this review […]

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Threadneedle thinks: viewpoint on China

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Evidence of a global deceleration at a time of moderating growth in China has prompted fears of a hard landing for the country by some investors. But as we reveal below, many of the factors worrying investors are more apparent than real. We therefore see recent volatility as an investment opportunity, with the market overlooking […]

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Reporting season scrutinised for signs of value and stability

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As reporting season kicks off, investors will be watching for signs of value and earnings sustainability, as well as eying specific stocks and sectors and the broader economy, according to Michael McCarthy, chief market strategist at CMC Markets. Recently the Australian bourse has been weighed down by international issues such as a potential China slowdown, […]

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Lonsec releases its 2011 Income Funds Sector Review

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Lonsec’s 2011 review of the Income Funds sector spanned both traditional income and alternative income products. Libby Newman, Senior Investment Analyst responsible for this sector commented, “Traditional income funds include the more conventional Australian, global and diversified fixed interest products that are generally managed with reference to a widely accepted fixed interest market benchmark such […]

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Destination India

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Financial planners have traditionally gained exposure to emerging market economies for their clients via global equity funds or through discrete emerging market funds. Lonsec has noted a significant trend in global equity fund managers increasing their scope to invest in emerging market economies as part of their mandates. Another trend has been the proliferation of […]

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BetaShares cautions investors on impact of currency on gold performance

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The strong correlation between gold prices and the Australian dollar has impacted unhedged gold exposures which have consistently under-performed hedged gold exposures historically, analysis by BetaShares shows. For example, while spot gold prices surged 74% in the period December 2008 through end May 2011, unhedged spot gold returned only 14%. This is because a rise […]

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How to protect your investments from reputation fallout

Shares in the UK’s BSkyB dropped around 10 per cent over the past week as investors saw the World of the News newspaper hacking crisis as a potentially fatal blow to its proposed takeover by Rupert Murdoch’s News Corporation. Along with the entire editorial staff of the News of the World, investors in the satellite […]

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Gold stocks falling short on returns

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Most of the gold stocks in Australia’s gold mining index returned less than the gold price over the last three years according to E.I.M. Capital Managers. Many investors buy gold producing companies to gain a leveraged exposure to movements in gold prices. The S&P/ASX All Ordinaries gold index increased just 38% over the three years to […]

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The rise and rise of new IPOs in Asia, and Asian investors

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Who would have thought – investing in Asia might soon give investors access to European and US companies. Some of Europe and America’s most prestigious companies are shunning the well-established financial centres of London and New York and looking to Asia as a place to list and sell their shares, as well as their handbags. […]

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What’s next for Asian Equities?

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Having bounced back strongly since the lows of 2008, Asian equity markets have recently been through a soft patch, underperforming developed markets such as the US and broader global indices. What’s next for Asia share markets? The recent softness in Asian equity markets stemmed mainly from worries about the impact of rising inflation and the […]

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