Currency “wars” and the potential impacts of developed market QE

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Investors should expect greater volatility in foreign exchange markets as the ‘beggar thy neighbour’ approach of quantitative easing across the developed world triggers economic, political and social consequences for developing... Read more continue reading

Unconstrained opportunism delivers upside potential

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Standard defensive responses to current market volatility may cause investors to miss attractive opportunities among certain cyclical stocks while paying too much for their defensive counterparts.  And, looking further ahead,... Read more continue reading

New research zeroes in on safest sovereigns, reliable returns

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New research undertaken by Omega Global Investors shows that the outcomes of sovereign investing need not be as uncertain as some investors fear.  On the contrary, the Omega research has... Read more continue reading

Prolonged market volatility triggering innovation in investing

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A new study released today by CREATE-Research and commissioned by Principal Global Investors finds continued market volatility has sidelined conventional investment wisdom. Therefore, innovation is essential in exploring new ways... Read more continue reading

The US election and the markets

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The US election is becoming one of the next key considerations for equity investors. Ironically, the state of the American economy and stock market could influence the election outcome. In... Read more continue reading

Wither the UK?

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The UK’s Standard Chartered bank is under investigation by four US federal bodies and faces up to a US$1 billion (A$1.05 billion) in fines for bypassing US money-laundering sanctions against... Read more continue reading

Oliver’s Insights: Shares climbing a wall of worry

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The attached ‘Oliver’s Insight’ looks at the continuing recovery in share markets, despite ongoing worries about the global growth outlook. The key points are as follows: Global growth is likely to be... Read more continue reading

The 10 questions investors are asking…and the answers

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What are the top 10 questions advisers are getting from their clients? Here they are – with answers provided by Fidelity Worldwide Investment. How does the situation in Europe affect... Read more continue reading

Investment Insight: investing in equities

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AMP Capital’s Head of Dynamic Asset Allocation Nader Naeimi examines the opportunities in investing in equities in a time of economic weakness and political uncertainty and what really are the... Read more continue reading

Investors returning to high quality secured credit

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The reputation of secured credit investments was badly tarnished by the global financial crisis, and with some justification.  Not surprisingly therefore, many investors are asking: is there good reason to... Read more continue reading