The 13th labour of Hercules: Capital preservation in the age of financial repression

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I think the world today could easily be described as the “Era of Uncertainty”. Problems threaten from almost every direction: the fiscal cliff looms, the U.S. Presidential Cycle is upon... Read more continue reading

Diversification and investing in ‘quality’ are essential strategies for turbulent times

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In the recent white paper ‘Strategies for Turbulent Markets’, Fidelity Worldwide Investment (‘Fidelity’) examines how investors can improve and diversify their portfolios to weather turbulent markets, with a particular focus... Read more continue reading

Japan- after the quake, after the floods

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Japan’s recovery from the Tohoku earthquake and tsunami of March 11, 2011 has been so astounding that people rarely even think about the tsunami anymore. Even fewer remember that heavy... Read more continue reading

Principal Global Investors 2012 Central Bank Watch

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Principal Global Investors has today released the Central Bank Watch for August 2012 which analyses current and expected interest rate policy at the Reserve Bank of Australia and abroad. The... Read more continue reading

The age of income

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The world economy is undergoing a restructuring: secular growth drivers are reshaping the balance of economic power; the demographics of longevity and aging populations are intensifying the retirement saving imperative;... Read more continue reading

Rich me? Poor me?

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There is growing evidence and increasing concern about rising income and wealth disparity in Asia. Living standards are improving rapidly, but rising income inequality makes it hard for some people... Read more continue reading

Winning paper calls for an end to ‘pandemic’ of short-termism

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A research paper condemning the increasing trend toward short-term thinking, planning and measurement in business and investment has been awarded ‘Editor’s Pick Award’ at this year’s Portfolio Construction Conference.  The... Read more continue reading

Principal Global Investors’ End of Financial Year Central Bank Watch

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Principal Global Investors releases its Central Bank Watch, covering current and expected interest rate policy at the Reserve Bank of Australia, Federal Reserve, Bank of England, European Central Bank, Bank... Read more continue reading

Domestic Covered Bonds

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While Covered Bonds may offer an appealing funding option for banks and give investors alternatives, there are risks entailed, according to Tyndall’s latest research White Paper, “Are Covered Bonds the... Read more continue reading

AFA White Paper: The Tides of Change

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Editors Note The AFA, in partnership with NAB Financial Planner Banking, commissioned the “Tides of Change” research to better understand the current mindset of advisers and to understand their views... Read more continue reading