Russell adjusts portfolios as global fixed income tipped to underperform

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Russell Investments has been actively reducing exposure to traditional interest rate instruments such as US Treasuries, German Bunds or Japanese Government Bonds, and focusing on alternative bond strategies in its... Read more continue reading

PM Capital: Don’t bank on the Big Four for ongoing returns

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Australian banks are sound businesses, but according to PM Capital they are currently fully valued and do not offer the same growth opportunities as offshore financial stocks. Paul Moore, Chief... Read more continue reading

Sliding commodity prices

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In the attached paper, AMP Capital’s Head of Dynamic Asset Allocation Nader Naeimi examines the slide in commodity prices and what this means for economic growth and equity markets.  ... Read more continue reading

GMO quarterly letter

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In this quarter’s letter, Jeremy Grantham provides the last in a series of six reports on resources in “The Race of Our Lives” and Ben Inker questions whether persistently high... Read more continue reading

Healthcare offers remedy to IMF’s gloomy diagnosis

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The International Monetary Fund’s latest downgrade to its global growth forecasts confirms the anecdotal evidence from the US, China and Europe that recovery in the developed world is likely to... Read more continue reading

Fund managers tip US to lead global recovery

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After a strong start to the year in equity markets, the US is widely tipped to be the star performer for the rest of 2013, a Fidelity Worldwide Investment (‘Fidelity’)... Read more continue reading

Oliver’s Insights: Investment Imperatives

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This edition of Oliver’s Insights takes a break from the usual soap opera of issues surrounding investment markets (US growth, Cyprus, Japanese reflation, Chinese growth disappointments, the collapse in gold,... Read more continue reading

Gold fundamentals remain strong

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  Investors questioning the portfolio implications of the recent volatility in gold and gold-related assets have been reassured by Evy Hambro, Chief Investment Officer of the BlackRock Natural Resources team.... Read more continue reading

Threadneedle: global market commentary

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In the five years since the onset of the global financial crisis, markets, economies, and the authorities have taken many opportunities to surprise and confuse investors. The recent policy initiatives... Read more continue reading

Turnover not always a dirty word

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Turnover is not necessarily a dirty word in funds management as skillful managers can exploit volatile market conditions to generate high levels of excess returns for their investors, van Eyk... Read more continue reading