Macquarie Specialist Investments launches latest Flexi 100

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Offering protected exposure over US, European, Asian and Australian equities Macquarie Specialist Investments (MSI) yesterday announced the launch of the 14th offer of the flagship Macquarie Flexi 100 Trust (Flexi). The current offer provides investors with broad, protected exposure to growth opportunities across US, European, Asian and Australian equities markets. Flexi allows investors to borrow […]

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Saxo Bank publishes its investment outlook for Q1 2014

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Emerging Asia will become the world’s primary weak spot in 2014, but we have reached the beginning of the end of this crisis Saxo Bank, parent company of Saxo Capital Markets, the online multi-asset trading and investment specialist, has published its first quarterly insight for 2014 looking across both the macroeconomic environment and individual asset […]

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2014 Outlook: Time for financial markets to stand on their own two feet again

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Looking forward to 2014, Threadneedle Investments believes the year will be characterised by the move towards financial markets standing on their own feet again, as the global policy support that has been providing abundant liquidity to markets starts to be withdrawn. This will mark an important change in the drivers of investment returns: Instead of […]

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Mid-year market review and outlook: Tapering is not tightening but valuations continue to favour equities over bonds

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At the start of the year, we forecast a challenging macroeconomic outlook for 2013, continued downside risks, and we expected interest rates to stay lower for longer. In terms of asset allocation, we were positive on equities relative to bonds on valuation grounds, and saw attractions in yielding assets. Within equities, we preferred Asia, emerging […]

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Reporting season expected to shift investors to equities from bonds

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Independent Australian investment management company, Dalton Nicol Reid said the recent strong reporting season should intensify the current shift in asset allocation seen among professional investors. Chief Investment Officer, Jamie Nicol, said even with recent market volatility, he expects asset allocations to continue to swing away from bonds towards equities.  He warned however, that a […]

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Does the Year of the Snake really sssspell disaster for stock markets?

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 It’s Chinese New Year and as the Year of Dragon gives way to the Year of the Snake, superstitious investment managers are no doubt harbouring feelings of trepidation.  After all, according to CMC Markets, Snake years have historically been the worst performing in investment market history. So should investors really take fright and flee from the […]

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Dangers in the rush to buy bonds

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Investment bubbles are hard to spot. Just ask Alan Greenspan. The former chairman of America’s central bank famously warned in December 1996 that stock market investors were displaying “irrational exuberance”. He was right but his timing was wrong. It was fully three years before shares stopped rising. So when people say that a bond market bubble […]

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10 investment lessons from ‘Black Monday’

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Black Monday, 19 October 1987, was when stock markets around the world saw their largest one day falls in history. The Dow Jones Industrial Average dropped 22% and the Australian All Ordinaries Index plunged 25% that day. With the 25th anniversary of the Black Monday stock market crash approaching, Fidelity highlights lessons that planners and […]

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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 in the process of bottoming ahead of a pick up next year. The risk of a Euro-zone meltdown is receding, more monetary easing is also […]

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Darkest before the dawn

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Is the recent pick-up in several major stock markets more than just another short-lived rally? The latest headlines are not often the best indicator of the direction of the market, as investors look to the future while economic statistics focus on the rear view mirror. They can tell different stories at the same time. Dominic […]

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