Europe’s crisis response stirs danger of deflation

From

Greece, as is often the case, is a bellwether for all that is going wrong in Europe. Among the latest woes for an economy that has contracted for six years... Read more continue reading

2014 Year of the Horse will see global recovery

From

Modest global growth expected as the world economy saddles up for a recovery, astute investors will think laterally about portfolio construction.  Global G3 economies are heading towards synchronised, moderate growth... Read more continue reading

Stop differentiating between European “periphery” and “core”: the poster children of Eurozone reforms are now delivering the best returns

From

According to Threadneedle’s European equities manager Dan Ison, the traditional differentiation between the European “core” and the weaker “periphery” economies does not hold up anymore. Economies such as Spain and... Read more continue reading

Ten of the best to help you invest smarter in 2014

From

Accountancy and financial advice specialist, Crowe Horwath, yesterday unveiled its Ten best investment ideas for 2014, helping investors understand how macro trends will impact investment portfolios in the medium to longer term.... Read more continue reading

Looking beyond the dragon: PM CAPITAL says Asian growth doesn’t stop with China

From

Investment focus on domestic consumption in regional economies; Malaysia, Philippines, Singapore, Vietnam feature in ‘bottom up’ – not macro thematic – approach PM CAPITAL has said that the majority of... Read more continue reading

Record flows into high-yield ETPs in 2013

From

Over the course of 2013 the “high yield” category of ASX exchange traded products (ETPs) received an all-time record level of net inflows, approximately $500 million. Mr Alex Vynokur, Managing... Read more continue reading

Most IPOs over-promising, under-delivering; according to Skaffold

From

Just four stand outs from 2013 show investors should tread cautiously in 2014 Stock research application house, Skaffold, has warned investors to remain cautious and stay focused on value, when... Read more continue reading

Bennelong Long Short Equity Management launches Alpha 200 Fund

From

Bennelong Long Short Equity Management (BLSEM) has launched a new Australian equities strategy, the Bennelong Alpha 200 Fund (the Fund). The Fund is a long/short market neutral strategy with the... Read more continue reading

SMSFs should consider risks of holding too much cash

From

Australian self-managed superannuation funds (SMSFs) can take action to avoid poor real returns on cash investments, which represent nearly 30 per cent of all SMSF assets, according to Arian Neiron,... Read more continue reading

Advance Australia (equities) Fair! Themes for investors in 2014

From

As the country prepares to mark Australia Day, AMP Capital has identified the key themes investors in Aussie equities should celebrate and those they should look out for this year.... Read more continue reading