The threat of inflation in Asian & emerging markets

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Key points Rising inflation is becoming a major concern in Asia and other emerging countries. So far it’s largely due to higher food prices. Non-food inflation remains reasonably benign. However,

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Share prices, consumer spending and the GFC

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In this issue we look at share markets in Australia and around the world – how they have fared in the GFC and what may lie ahead as the debt

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ETF usage to surge to $6bn in AUM in 2011, Russell says

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Three new issuers and 15 new ETFs could come to market Exchange mergers could be game changers for local ETF market The Australian Exchange Traded Fund (ETF) market is expected

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China: Robust growth and inflation moderates

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Chinese economic data Chinese economic activity picked up pace in the last three months of the year. The Chinese economy grew at a 9.8 per cent annual rate in the

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Investment Briefing – The great experiment

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The world is still working through the aftermath of the credit crisis. While improving economic data and more fiscal stimulus in the US support a positive consensus for 2011, other

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Economic Update: December Quarter 2010

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While the Australian share market tended to lag overseas markets during the year, the stronger Australian Dollar (which exceeded parity with the US Dollar for the first time since 1982)

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Threadneedle appoints two fund managers to Global Emerging Markets and Fixed Income teams

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Threadneedle, a leading international asset manager, has announced the appointment of two fund managers to join its Global Emerging Markets Equities and Fixed Income teams. Irina Miklavchich has been named

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Asian institutional demand for alternatives will accelerate in 2011 with corporate governance top priority in choice of manager, says BNY Mellon

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Robust outlook for Asian hedge funds in 2011 driven by accelerating institutional demand Low interest rate environment fuelling demand for alternatives in emerging markets, particularly Asia, with institutions drawn to

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Growth assets should deliver returns in 2011, Russell global outlook says

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Global assets neither expensive nor cheap Equities favoured but international preferred over domestic Riskier asset classes such as equities and property are expected to present the best value this year

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What’s ahead for Australian investors in 2011

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While there are many macro issues around the world affecting the markets, one of the world’s largest fund managers believe the outlook for the Australian market is positive, especially if

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